FLOURISH WEALTH PATH
Conscious Wealth Management
Get to Know Us
Conscious wealth is a holistic approach to financial well-being that integrates mindfulness and intentionality into every financial decision. It's more than just accumulating money—it's about aligning your financial practices with your values, goals, and overall life purpose. Conscious wealth emphasizes sustainable prosperity, personal growth, and social responsibility. This approach empowers individuals to create financial abundance in a way that enhances their well-being and positively impacts their community and the world.
​
As a financial planner that's committed to conscious wealth, I can help individuals invest mindfully by guiding them towards financial instruments that align with values of environmental sustainability, ethical/social responsibility, and avoid investing in industries that perpetuate harm.
Guiding Your Path to Wealth:
Financial literacy should not be a privilege reserved for the few—it's a fundamental right that everyone deserves. Me and my team are committed to demystifying money matters and making financial education accessible to all. Through personalized guidance and transparent communication, our clients are empowered to navigate the complexities of finance with confidence and clarity.
Our inclusive approach to financial planning ensures that everyone, regardless of their background or circumstances, has access to the tools and resources they need to flourish.
Services Offered
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out.
Secure your future and enjoy peace of mind with comprehensive retirement planning. Together, we'll create a personalized roadmap to help you reach your retirement goals without having to sacrifice your quality of life. (Assistance with 401(k) rollovers and Roth IRA enrollment available!)
Variable Annuities
Annuities are utilized as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.
Debt Management
With personalized guidance and support, clients can regain control of their finances and work towards a debt-free future. By analyzing your financial situation and goals, we can recommend tactics such as debt consolidation, budgeting adjustments, or negotiating with creditors to lower interest rates.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Insurance Protection
The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones.
Legacy Strategies
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. We can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
My name is Dawn Hyde
I'm on a journey of self-discovery and expansion. At the core of my being, I'm a seeker of wisdom and a passionate advocate for holistic wellness. For too long, financial wealth has felt like a distant concept, but now, I'm determined to demystify and invite abundance into every aspect of my life, and to share that widsom with my community.
​
Learn more about me here:
Book a free financial strategy planning session!
In a comprehensive financial strategy planning session, clients can expect a personalized and in-depth analysis of their financial situation, goals, and aspirations. Together, we will review your current financial standing, including assets, liabilities, income, and expenses. We'll discuss your short-term and long-term objectives, whether it's saving for retirement, buying a home, or funding education. Using this information, we'll collaboratively develop a customized financial plan tailored to your unique needs and circumstances, with actionable steps to help you achieve your financial goals and secure your future. Throughout the process, you can expect transparent communication and ongoing support to guide you on your financial journey. My services are provided at no cost to you! As a commission-based advisor, I earn compensation through the products and services you choose to utilize based on my recommendations. All sessions are conducted remotely via Zoom.