Q4 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 18 January 2020

News from Flourish

Happy New Year! I hope this email finds you rested and recuperated from the holiday season and ready for a year filled with growth, forward momentum, and achieving your goals.

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Over the holidays, my family and I enjoyed some R and R in Palm Springs, CA. It was so nice to step away from Minnesota for a few days and enjoy each other’s company. Jay, Maddy, Fernando, Grace and I enjoyed the weather, great restaurants, and opportunities to connect about all the events from the past year. The experience was refreshing and made me think of all the holiday memories we’ve made at home over the year and the benefits of occasionally having a change of scenery to deepen connections.

Q3 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 14 October 2019

News from Flourish

Autumn is in full swing and the change of seasons and chilling of the air brings about cinnamon smells, football, and cozy nights by the fire--for that we are grateful.

In the last three months, we have had some wonderful things to celebrate! Kathy Longo was named one of Investopedia’s Top Financial Advisors of 2019. She also contributed her thought leadership to a marketing roundtable discussion with the Financial Planning Association and we celebrated the one year anniversary of Flourish Financially’s publication!

Q2 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 16 July 2019

News from Flourish

Happy Summer! And what a busy one it has been so far. I just returned from a family trip to Guatemala where we were able to roast marshmallows over the heat of an active volcano, return to the birthplace of my two youngest children, Fernando and Grace, and visit with the now-grown children that we had the opportunity to sponsor in an effort to foster educational opportunities for the underprivileged youth of Guatemala. It was an enriching and emotional journey!

Our staff engaged in a good deal of professional development during the last quarter. Michele Lenz completed the Fundamentals of Financial Life Planning training program with MoneyQuotient, and she also attended the University of Wisconsin-Madison Financial Coaching workshop designed to increase financial professionals’ understanding of coaching theories and skills, recognize the role of values and motivations, and identify applications in professional practice. In addition, we welcomed our new Client Services Manager, Shelly Fayard-Rerat. To learn more about Shelly’s background and experience you can visit her bio page on our website.

We will be sharing two articles this quarter. The first discusses the challenges that women face at different stages of their lives when they are experiencing financial transitions, and what can be done in the present to help mitigate the impact they can have on your life in the future. If you find that this article will be valuable to a person you care about please don’t hesitate to share it with them. In addition, Jay Pluimer shares his quarterly market commentary. I hope your summer is filled with laughter, love, and barbeques. If you have memorable experiences you’d like to share with us please post them to our Facebook page. We’d love to see your summer adventures!

Support the 2019 YWCA Minneapolis Circle of Women Event on May 8, 2019

Thursday, 02 May 2019

Support the 2019 YWCA Minneapolis Circle of Women Event on May 8, 2019

There is something powerful about coming together to listen to those whose voices aren't always heard -- the participants of the life-changing programs of YWCA Minneapolis. 

During the Circle of Women program, girls and women whose lives have been changed in small and profound ways share their stories with attendees. Be inspired by their stories!

Date: Wednesday, May 8, 2019

Time: 10:30 am - 1:00 pm 

Location: Minneapolis Convention Center  

Cost: $150 per ticket 

Click here to register to attend the event or to donate to this wonderful cause 

Q1 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 11 April 2019

News from Flourish

Despite the mid-April cold snap and the fact that Jay was out shoveling snow while I was finishing up this newsletter, Spring has sprung here at Flourish Wealth Management and we are certainly grateful for it! With many milestones, news features, events and professional development experiences to share, it is hard to know where to begin. Along with the recent launch of our new website, we have rolled out quite a few professional initiatives to help the Flourish Team maximize our strengths and work together effectively. We were fortunate to have a colleague and friend guide us through the Clifton StrengthsFinder process in order to help each member of the Flourish Team discover their greatest natural talents and explore how we can most effectively integrate those strengths as a team to accomplish our shared goals.

We will celebrate our 5 year anniversary on April 16th and it has given me pause to reflect on how much has been accomplished in these past five years. I am proud of the growth of Flourish Wealth Management, grateful for the growth that I have experienced as a leader, and incredibly appreciative of the client and professional relationships we have developed. This has been a great opportunity to Flourish!

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • PHONE: 952.392.4474
  • FAX: 952.953.3310