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!
“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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