In the News

Kathy Longo Speaks About The Challenges of Transitions to the Twin Cities Chapter of the Society of Financial Services Professionals

The Challenges of Transitions: Understanding the personal side of money.
Wednesday, 08 May 2019

Kathy Longo Speaks About The Challenges of Transitions to the Twin Cities Chapter of the Society of Financial Services Professionals

There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change.

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 

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

Thursday, 02 May 2019

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

For the third year in a row Flourish Wealth is sponsoring this exciting celebration that benefits Common Hope. Noche de Colores is an event that celebrates students graduating this year who have benefitted from the programs at Common Hope.  

This event is so fun and contributes to a wonderful cause. To learn more, register or donate visit: https://www.commonhope.org/events/noche-de-colores-2019/  

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Friday, 19 April 2019

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You're a Financial Planner, Now What? Podcast about how to integrate and flourish in a financial planning firm. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner.

Congratulations to Nicole Swanson for earning the CFP® designation!

Wednesday, 17 April 2019

Congratulations to Nicole Swanson for earning the CFP® designation!

Nicole Swanson joined the team at Flourish Wealth Management in October 2018 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Nicole has remained dedicated to growing her financial planning knowledge and developing tools to support our clients. It is an impressive accomplishment to become a CFP® practitioner, adds a lot of value to our team, and we want to share some of Nicole’s journey.

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