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The Book

Flourish Financially

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.

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Let’s talk finances.

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!

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Flourish Financially: Values, Transitions, and Big Conversations

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