Flower pot 7bf0de3a

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. 

This Week's Challenge
Flower pot 7bf0de3a

Sign-up today!

Access all of the resources that Kathy discusses on the show and track your progress.

kathylongo
Signing up for the Flourish Financially Challenge will give you to access to exclusive perks and content including:

Show privacy policy

Already registered?

THIS WEEK'S CHALLENGE:

Facing Financial Uncertainty

Society encourages us to look at things in black and white but, when our finances are uncertain, this mentality can hinder our ability to see a new path forward.

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.

Longo Cover Updated 3D copy

Flourish Financially: Values, Transitions, & Big Conversations

Amazon
5/5

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.

Available for purchase from:
PRAISE FOR

Flourish Financially: Values, Transitions, & Big Conversations

Michael Kitces
Michael Kitces Director of Financial Planning at Pinnacle Advisory Group; publisher of Nerd’s Eye View financial planning industry blog
Read More
“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.”
Susan Bradley, CFP® , CeFT®
Susan Bradley, CFP® , CeFT®Founder, Sudden Money Institute
Read More
“This is a wise and wonderful guidebook for weaving together your values and your money to flourish and live a rich life—regardless what life throws at you. Use this book to prepare for important, yet sometimes difficult, money conversations with your family and your advisors.”
Sarah Asebedo
Sarah AsebedoPhD, CFP® Assistant Professor, Texas Tech University; President, Financial Therapy Association
Read More
“Throughout this book, Kathy Longo offers a wealth manager’s 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.”
Jane Dailey
Jane DaileyCo-owner/founder, Hollywood Fashion Tape, Inc.
Read More
“Throughout this book, Kathy Longo offers a wealth manager’s 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.”
Ruth Hayden
Ruth HaydenNationally recognized financial consultant; educator and author based out of St. Paul, Minnesota
Read More
“In Flourish Financially, Kathy Longo provides a helpful template for starting conversations about money and money values. I’ve always respected Kathy’s high integrity in the field of financial planning and I’m 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.”
Previous
Next
Kathy Longo Headshot Website Img

CONNECT WITH KATHY

To learn more about Flourish Wealth Management, just say:

ABOUT

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.

kathy press clr

Sign up for Kathy’s newsletter to receive financial insights and tips for planning the future you’ve been dreaming of.