“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.” —Kathy Longo
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.
Kathy offers the following presentations, all of which can be tailored to your audience’s needs:
Give your audiences invaluable insight into planning for the life they’ve always envisioned. Book Kathy Longo to speak at your next event!
Learn how to start the important conversations about money with those closest to you.