Money & Marriage

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. Today, I’m going to talk about Money & Marriage.

Marriage is a special life transition that many people experience more than once. No matter what your marriage looks like, having the money conversation with your new spouse can be complex. You each bring your own money story, values, and financial resources and obligations to the relationship, which can create complications. One way to head-off financial turbulence in your relationship, however, is to commit to the marriage with eyes wide open.

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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.