Recent Press

Kathy Longo Shares Her Tips for How to Effectively Have Conversations About Money with Investopedia

Wednesday, 14 November 2018

Kathy Longo Shares Her Tips for How to Effectively Have Conversations About Money with Investopedia

Communicating about money and finances can be very emotional because one must be vulnerable and open about their strengths, weaknesses, challenges, successes, and failures with money. One must also let go of judgment to truly have an open and honest discussion about financial decisions and their impact on life.

Head over to Investopedia to see Kathy's tips for having productive, constructive, and effective financial conversations.

Thank You for Joining us at the Flourish Financially Book Launch!

Friday, 17 August 2018

Thank You for Joining us at the Flourish Financially Book Launch!
Thank you for joining Kathy Longo for the celebration and official launch of her first book, Flourish FinanciallyValues, Transitions, and Big Conversations at Barnes & Noble Galleria on September 17th, 2018.

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, emotional 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.

Kathy Longo featured on Michael Kitces' Financial Advisor Success Podcast

Wednesday, 06 June 2018

Episode 075 Feature Kathy LongoKathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.


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