Conversations surrounding money can be awkward, and some of us go out of our way to avoid them. When it comes to financial planning, open and honest communication is absolutely essential to creating the right plan for your present and future needs. Flourish Financially is a guide to starting the hard conversations about your money and how it impacts every aspect of your life.
Kathy Longo, CFP®, CAP®, CDFA, is the president and founder of Flourish Wealth Management, an independent boutique wealth management firm. She wrote Flourish Financially to advise readers on how to start the necessary and sometimes uncomfortable money conversations with the key people in their lives. She is passionate about helping her clients—especially women in stages of transition such as divorce, inheritance or loss of a spouse—reach their goals through a financial plan that is based on their experiences, values, and dreams.
Finances do not stand as a lone pillar; they are interconnected to every aspect of life. Flourish Financially aids readers in understanding the core values and psychological elements that drive financial decisions and gives them the tools to talk finances with spouses, children, parents, and even friends. Start asking the right questions to plan for the life you’ve always wanted—let’s make today a day to flourish!
Throughout this book, Kathy Longo offers a wealth manager’s entrepreneurial perspective on moving beyond the numbers. Her client stories and insights provide essential understanding to her approach in serving clients. An engaging must-read for clients and prospective clients of Flourish Wealth Management
Sarah Asebedo, PhD, CFP®
This is a wise and wonderful guidebook for weaving together your values and your money to flourish and live a rich life—regardless what life throws at you. Use this book to prepare for important, yet sometimes difficult, money conversations with your family and your advisors.
Susan Bradley, CFP® , CeFT®
Kathy Longo offers us her industry wisdom and experience in a practical yet thought-provoking book. She challenges our traditional silo-mentality thinking about financial planning and offers us a more holistic and interconnected approach to wealth management. Now, we all have the ability to flourish financially.
In Flourish Financially, Kathy Longo provides a helpful template for starting conversations about money and money values. I’ve always respected Kathy’s high integrity in the field of financial planning and I’m pleased to support her first book. Based on my experience working with couples and individuals who need to have conversations about money, I believe reading this book will help people to have more productive money conversations, resulting in a more balanced money life.
Money is the last great taboo subject. Even within families, where money decisions can have significant long-term impact on everyone in the household. In her book, Kathy provides the valuable tools necessary to understand our own personal money stories, break down the walls of silence, and finally facilitate the meaningful money conversations necessary for families to flourish financially.
Learn how to start the important conversations about money with those closest to you.