Speaking

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

Give your audiences invaluable insight into planning for the life they’ve always envisioned. Book Kathy Longo to speak at your next event!

Book Kathy

“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.”

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.

Flourish Financially: Values, Transitions, and Big Conversations

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 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.

 

Testimonials

 

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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>
    Co-owner\/founder, Hollywood Fashion Tape, Inc.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t

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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>
    Director of Financial Planning, Pinnacle Advisory Group<\/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>
    Director of Financial Planning, Pinnacle Advisory Group<\/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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