Embracing the Emotionally Driven Side of Wealth Management.

The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. President and founder of Flourish Wealth Management, Kathy Longo is passionate about helping families, individuals, and women create insightful financial plans that take into consideration their unique values, emotions, and aspirations.

Learn More

How Can You Flourish Financially?

Let's Talk About Your Readiness for Financial Success.

Take the assessment

Flourish Financially Book Cover

Flourish Financially: Values, Transitions, and Big Conversations

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future. Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

Learn More

Meet Kathy

Experienced Financial Advisor | Entrepreneur | Author | Speaker

Kathy Longo, CFP®, CAP®, CDFA, is the president and founder of Flourish Wealth Management. She has over twenty years of experience in the financial planning industry and loves helping her clients discover what is important to them when planning for the future. She is passionate about educating women on how to take control of their assets by making informed and confident financial decisions.

Learn More

Let’s talk money!
Book Kathy to speak at your next event.

Kathy speaks to audiences of all sizes on the topics of financial literacy, the psychological side of managing your finances, and starting big conversations surrounding money. Her presentations give audiences insight into planning for the future you want with your head, heart, and soul.

Book Kathy

How Can You Flourish Financially?

Let's Talk About Your Readiness for Financial Success.

Take the assessment

Flourish Financially: Values, Transitions, and Big Conversations

Learn how to start the important conversations about money with those closest to you.

Order Kathy’s book today!

Flourish Financially Book Cover

Join Kathy’s Mailing List

Sign up for Kathy’s newsletter to receive financial insights and tips for planning the future you’ve been dreaming of.

  • This field is for validation purposes and should be left unchanged.