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.”
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.