Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management

Recently, Ben Cruikshank, President of Flourish, interviewed Copper Leaf Financial Associate Wealth Advisor Breanna Sykes, CFP®, to discuss how Flourish Cash helps her clients better manage their cash. In the conversation, Breanna shares insights on how the platform enhances her clients’ financial planning and streamlines their cash management, with all the details available in the full blog post.

Copper Leaf Financial, LLC is an independent, fiduciary, fee-based advisory firm. We provide financial planning, investment, and wealth management services to families, individuals, professionals, and small business owners. Contact us today to find out how we can help you reach all of your family’s long-term goals.