a partnership with
Your cash should be working.
Right now, it may not be.
Most checking and savings accounts pay next to nothing. Falcon Wealth Planning has partnered with Flourish to give clients a better place to park cash — without giving up access to it.
Get started in under 5 minutes
Reach out directly and a Falcon Advisor will walk you through setup — no cost, no obligation.
Subject to terms and conditions, see full disclaimer below
The offer, plainly
Idle cash is the most overlooked line item in most people’s financial picture. It sits in a checking account earning a fraction of a percent while inflation quietly erodes it. Through our partnership with Flourish, Falcon clients can move that cash into an account built specifically to fix that — with seamless integration alongside your existing advisory relationship
Earn up to 3.5% APY* on cash held in individual, business, and joint accounts.
Up to $10M in coverage for an individual or business account, and $20M for a joint account, spread across Flourish’s Program Bank network.
*Rate current as of September 30th, 2026. Rates are variable and subject to change.
Frequently asked questions
It’s a high-yield cash account offered through Falcon’s partnership with Flourish, letting clients earn up to 3.5% APY* on idle cash with FDIC coverage up to $15M, while keeping full access to their money.
Up to 3.5% APY* on individual, business, and joint accounts, as of September 21st, 2026. Rates are variable and subject to change.
Yes. Flourish spreads deposits across a network of Program Banks, providing up to $7.5M in FDIC coverage for individual or business accounts and up to $15M for joint accounts.
No. There are no minimums and no fees charged by Flourish to open or maintain the account.
Under five minutes, done online.
Individual, joint, revocable trust, business, non-profit, partnership, and LLC accounts.
Most bank checking and savings accounts pay minimal interest. Flourish is built specifically for cash management — competitive rates, broad FDIC coverage, and no restrictions on transfers.
Falcon is a fee-only fiduciary and doesn’t earn compensation from Flourish account openings. The partnership exists because idle cash earning near-zero interest works against a client’s financial plan, and Flourish addresses that directly.
Your Falcon Advisor directly, or Falcon Wealth Planning at (855) 963-2526 or flourish@falconwp.com.
No commissions, no product sales, no sales conflicts on this offer
Cash that isn't working is a decision, even if you didn't make it on purpose.
Falcon Wealth Planning does not receive compensation from Flourish for client account openings. Flourish Cash is offered through Flourish Financial LLC, a registered broker-dealer and FINRA/SIPC member. Flourish Financial LLC is not a bank. SEC and/or FINRA registration does not imply a certain level of skill or training
*Rates are current as of September 4th, 2026, variable, and subject to change. FDIC coverage is provided through Flourish’s network of participating Program Banks up to applicable limits ($250,000 per owner per bank) and is subject to program terms. Yields and insurance coverage are subject to bank participation, program limits, and market variations; past or potential returns are not guaranteed. Falcon Wealth Planning does not guarantee financial returns or interest rates.
