Money Roles & Rules
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 Roles & Rules.
Don’t forget to SIGN-UP to access our Money Roles & Rules Worksheet to help you get organized.
Let’s get started! Just say:
Sign-up to get full access to all of the Flourish Financially Challenge materials, discount codes, financial planning resources, and more!
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.