Flourish Financial Planning is a fee-only, tax-focused financial planning firm serving Christian families and business owners. Operating as SDG Financial Planning, LLC, the firm offers independent advice grounded in Biblical stewardship and generosity, helping clients make thoughtful financial decisions and feel more confident managing their money. Its advisors provide comprehensive financial planning, investment management, hourly planning, and quick-start sessions.

Planning services address retirement projections and withdrawal strategies, cash flow, savings and budgeting, debt and student loans, insurance needs, charitable giving, and estate planning coordination. The firm also offers portfolio recommendations, investment guidance for workplace retirement accounts, tax preparation, and advice on tax efficiency. Flourish emphasizes a holistic understanding of each client’s financial situation and states that it has no investment products to sell or account minimums.

Alongside its advisory services, the firm offers a free Generosity Workbook with guidance on stewardship, giving, and managing resources. Flourish invites prospective clients to schedule a call and build a financial plan aligned with their values and goals