Episode 3: The Numbers Game
When we let numbers alone drive our decisions, it can get in the way of our success.Kathy Longo, CFP®, CAP®, CDFA® Saturday, 22 August 2020
For this week’s challenge, think about a number you’ve been fixated on. It could be the number of clients you’d like to have at your business, the age at which you hope to retire, or even the desirable zip code you hope to live in. After you identify your number, ask yourself WHY. Why is this number important? What will it mean for your business, your life, or your family circumstances if you achieve it?
Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of my book, Flourish Financially, as well as a customized Amazon Echo Dot.
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About the Author
Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.