Protecting Yourself From Financial Surprises

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 Protecting Yourself From Financial Surprises.

In this life, financial surprises are all but inevitable. One thing we can control, though, is how we handle surprises when they come along, and preparation is key when it comes to surprises that impact your money. That’s why it’s so important to have an emergency fund. In this week’s episode, I share tips on handling life’s financial curveballs, including how to take small but meaningful steps forward if you’re just getting started with your emergency fund.

Let’s get started!

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Kathy Longo, CFP<sup>®</sup>, CAP<sup>®</sup>, CDFA<sup>®</sup>
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!