Start planning for your future with insight and confidence.

Financial planning involves so much more than numbers. Kathy Longo is the president and founder of Flourish Wealth Management and brings over twenty-five years of wisdom to audiences across the country. She is passionate about helping others discover their values, communicate their long-term financial goals, and plan for their dreams.

Kathy offers presentations that empower audiences to take control of their finances through assessing their unique experiences and individual needs. Her presentations address the psychological side of financial planning that’s often overlooked in this numbers-driven industry. Kathy specializes in speaking to women on how to manage their wealth with confidence in the male-dominated field of financial planning.

Speaking Topics

Kathy offers the following presentations, all of which can be tailored to your audience’s needs:

Planning in the Midst of Life’s Big Events

More than Just Numbers: The Emotional Side of Wealth Management

Women’s Role in Managing Their Wealth

Let’s Talk Money: How to Have Productive Conversations Surrounding Finances

Meet Kathy

EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER

Kathy Longo, CFP®, CAP®, CDFA, is the president and founder of Flourish Wealth Management. She has over twenty-five years of experience in the financial planning industry and loves helping her clients discover what is important to them when planning for the future. She is passionate about educating women on how to take control of their assets by making informed and confident financial decisions.

“Money is about much more than dollars and cents. It’s about our family; it’s about our first experiences with money; it’s about our life values; and it’s about the conversations we do or do not have with the people who influence our saving, sharing, investing, and spending.”

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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