Austin Flora, CFA, CAIA

How do I help our clients Live a Richer Life®?
It all starts with a client’s core values. Values tell us what matters regardless of outcomes. With that as my guiding light, I evaluate a client’s situation to identify needs and goals. When a client’s needs are covered, and they are making progress towards their goals, in a way that aligns with their values, they have more time, energy, and mental space to devote to their passions. That’s what we call living a richer life.

How do I align my time and money with my values and passions to Live a Richer Life®?
I’m passionate about nature, adventure, health, and living authentically. Relationships matter deeply to me, so I’m intentional about making time for my friends and family, and showing up when it counts.

I try to be thoughtful with both time and money. I think carefully about tradeoffs, and aim to use my resources in ways that reflect what I value most. I work efficiently so I can stay present, slow things down when it matters, and remain grateful and grounded day to day.

Whether it’s time spent exploring with my dog, or just hanging out with people I care about. I try to live deliberately and invest in a life that feels authentic.