Money & Your Values
Hi everyone! Kathy Longo here with the Flourish Financially Challenge. Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. This week I will be talking about Money & Your Values.
Money decisions are about much more than dollars and cents – they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their values and their financial decisions. If you could benefit from more clarity about your values and what they mean for your financial and life goals, your challenge this week is to complete a “values check.” This process will allow you to uncover what is truly important to you and let it drive your decisions going forward.
Sign-up and access our free Values List Worksheet to help you get started!
Let’s get started!
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Kathy Longo, CFP®, CAP®, CDFA®
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.
It is important to feel you have control over your future. At Flourish Wealth management, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
If you would like to learn more about Flourish Wealth Management, have questions for our advisors, or would like to schedule a complimentary “Get Acquainted” meeting to see if we are the right fit for you and your needs, please contact us today!
