WELCOME TO THE
Flourish Financially Challenge!
Presented by Kathy Longo CFP®, CAP®, CDFA®
Each week financial coach and thought leader Kathy Longo will challenge you to take one small action that will encourage you to set financial goals and empower you to achieve them.
Sign-up today!
Access all of the resources that Kathy discusses on the show and track your progress.
- Anytime access to the Flourish Financially Challenge dashboard where you can listen to episodes, complete challenges, earn badges, track your progress, and access financial planning content.
- Complete 3 challenges for a FREE Chapter Download from Flourish Financially: Values, Transitions, and Big Conversations by Kathy Longo.
- Kathy's Newsletter filled with exclusive content, financial planning tips, and special offers.
- Printable financial planning guides and resources like the Wheel of Life worksheet.
- Complete 10 Challenges and receive a FREE e-book copy of Flourish Financially: Values, Transitions, and Big Conversations by Kathy Longo.
- Complete 50 challenges and receive a complimentary third-generation Echo Dot and a hardcover copy of Kathy's book.
Listen on your Alexa capable device:
That’s all you have to say to listen to Kathy Longo’s new weekly mini-podcast on your favorite Alexa device. The Flourish Financially Challenge offers resources and ideas to help you jumpstart your financial wellness and set out on the path toward your true aspirations.
Flourish Financially: Values, Transitions, & 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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Flourish Financially: Values, Transitions, & Big Conversations
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Kathy Longo, CFP®, CAP®, CDFA®
EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER
Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area. Before launching Flourish in 2014, Kathy worked as a wealth manager, financial planner, and firm manager at companies of varying sizes in both Chicago and Minneapolis.
She holds a bachelor’s degree in financial planning and counseling from Purdue University, where she also completed courses in communication and psychology to better understand the emotional factors that drive financial decisions. Kathy lives in Minneapolis with her husband, Jay, and their three children, Madeline, Fernando, and Grace.
QUOTED AS A TRUSTED EXPERT IN MULTIPLE NATIONAL AND LOCAL PUBLICATIONS INCLUDING:
The Wall Street Journal, New York Times, Investopedia, Reader’s Digest, NASDAQ, Money Magazine, More®, Ladies Home Journal, USA TODAY, REAL SIMPLE, Bloomberg Wealth Manager, WalletHub, Investor’s Business Daily, the Star Tribune, St. Paul Pioneer Press, Chicago Tribune, Journal of Financial Planning, Financial Advisor, Investment News, and more.
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