Finding the Best Financial Advisor for You

Happy one-year anniversary to Flourish Financially Challenge! Can you believe it’s been a year already? I’m so grateful to have had you join me on this journey, I hope that you’ve been pushed and challenged and have grown both financially and personally throughout the past year.

When it comes to achieving your financial and life goals, it is critically important to find the right person to trust with your financial planning. Many people don’t take the time to find a financial advisor who best suits their needs, but it is important to find one who takes the time to get to know you – and how you think about money – in order to develop a financial plan that isn’t just about dollars and cents. In this episode, Kathy shares four guideposts you can use to find the best financial advisor for you.

The Flourish Financially Challenge podcast will be taking a one-week break before returning on August 13th under a new name, Flourish Financially with Kathy Longo. In this new format, we will continue to discuss strategies and opportunities to improve your financial life and incorporate it into your overall well-being. We will also be welcoming guests onto our podcast in the near future for a new dynamic.

If you’ve enjoyed the challenges given on the Flourish Financially Challenge podcast, don’t fret! You’ll still be able to continue taking the challenges and accessing the worksheets and resources from each episode here. If you haven’t had the chance to listen to the Flourish Financially Challenge, please visit the site or find us on Apple Podcasts, Google Podcasts, or on Alexa, by saying “Alexa, open the Flourish Financially Challenge.”

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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!

Finding the Best Financial Advisor for You

Kathy Longo, CFP®, CAP®, CDFA®

Flourish Financially Challenge

Kathy Longo, CFP^®, CAP^®, CDFA^®