WHAT WE DO

We create frameworks for human flourishing through wealth.

Why we exist: to empower financially independent women and power couples by arming them with deep human knowledge about what wealth is and how to enjoy it at every life stage.

Events That Connect Us

We use events, community and guided experiences to help our clients execute on clear daily goals that compound towards their galvanizing purpose. Here’s a highlight video from one of our events, with CI Global Asset Management.

Watch video

Instead of focusing on just a few of life’s moments, we focus on all the moments in between

Traditional wealth management focuses on a few key moments: Your first house, sending your children to university, when you retire, and when you die. Will you have enough?

These are questions of a very finite nature. Flourish upends this approach, with the belief that wealth is not just money but comes in at least four forms – time, money, energy and attention. And that wealth is the wave you can learn to ride to a life well-lived.

A life where you flourished, where you surpassed the finite game of “having enough” to enjoying the infinite game of playing forever.

The power of connection and meaning that all four forms of wealth - time, energy, money and attention - can access.

The 1,440 minutes of each day.

The energy to be harnessed from each and every sunrise, every meal and every great night’s sleep.

This is what it means to flourish. So the question is, which wealth advisor is right for you? An advisor who helps you open the door to a few of life’s moments, or all of them?

Consider this: in the next 24 hours, you have 1,440 minutes, and it takes just a few of them to contact Gillian.

Doing so could be one of the best investment decisions you ever make.

Contact Gillian

our promise

Know thy wealth, know thyself™

With this promise, we have raised the bar on what it means to build real wealth. From the Harvard Study of Adult Development, which began in 1938 and continues to this day, we know that when a person understands the true sources of their wealth — time, energy, attention, and money — they come to know themselves. And in using those gifts wisely, they flourish.

Watch the video below to learn about The Flourish Framework.