The Flourish Financially Book

Flourish Financially: Values, Transitions, and Big Conversations

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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Testimonials

 

"In this book, I will teach you how to have necessary and sometimes uncomfortable money conversations with the key people in your life so you can make the best financial decisions for yourself and your family."

Let’s talk finances.

How Can You Flourish Financially?

Let's Talk About Your Readiness for Financial Success.

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!

CONTACT KATHY

Learn more about what you need to Flourish Financially 

Ms. Longo has designed the following quiz to help you gain a better understanding of how important money concepts currently fit into your financial well-being.

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    \"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.\"<\/p>\n\t\t\t\t\t\t

    Jane Dailey<\/b>
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    \"In Flourish Financially, Kathy Longo provides a helpful template for starting conversations about money and money values. I\u2019ve always respected Kathy\u2019s high integrity in the field of financial planning and I\u2019m 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.\"\n<\/p>\n\t\t\t\t\t\t

    Ruth Hayden<\/b>
    Nationally recognized financial consultant<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

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    \"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.\"<\/p>\n\t\t\t\t\t\t

    Michael Kitces<\/b>
    Director of Financial Planning, Pinnacle Advisory Group<\/p>\n\t\t\t\t\t<\/div>\n

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    \"Throughout this book, Kathy Longo offers a wealth manager\u2019s 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\"\n<\/p>\n

    Sarah Asebedo, PhD, CFP\u00ae<\/sup><\/b>
    Assistant Professor, Texas Tech University<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n \n

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    \"This is a wise and wonderful guidebook for weaving together your values and your money to flourish and live a rich life\u2014regardless what life throws at you. Use this book to prepare for important, yet sometimes difficult, money conversations with your family and your advisors.\"\n<\/p>\n

    Susan Bradley, CFP\u00ae<\/sup>, CeFT\u00ae<\/sup><\/b>
    Founder, Sudden Money Institute<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div><\/div>\n\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n <\/body>\n<\/html> \t\t ","maxwidth":"xxlarge","maxwidth_align":"","css":"\n\n\n\n\n\nBootstrap Testimonial Carousel<\/title>\n\n\n\n

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