Q4 2018 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 15 January 2019

News from Flourish

The final quarter of 2018, as well as the entire year, has been a whirlwind of excitement and professional growth for the Flourish team. Our newest team member, Nicole Swanson, joined us at the beginning of November and we are grateful for her contributions in her role as Wealth Manager, her passion and dedication to servicing our clients, and for moving from Madison to join us here in Edina. Thanks, Nicole!

Michele Lenz joined us toward the end of 2017 and through hard work and perseverance earned the CFP® designation in August of 2018. And Michelle White joined us in April 2018 as Client Services Manager and has proved to be an invaluable addition to our little family, leading our custodian relationships and supporting our compliance process which is always top of mind in a wealth management firm. We have received wonderful feedback from our clients about our growing team and we look forward to continuing to provide high-quality services in the coming year. 

Q3 2018 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 16 October 2018

News from Flourish

On behalf of the entire team at Flourish Wealth Management, we want to thank all of the supporters who attended the book launch party in Edina on September 17th. It was wonderful to see so many familiar faces in the audience and share the excitement of the evening with everyone. I have also received supportive e-mails and calls from people that couldn’t attend the event, along with some positive comments about Flourish Financially. I have often compared the process of writing a book to having a baby, and based on the early feedback and support it looks like me and my “baby” are making some positive first steps.

The book launch party wrapped up a busy couple of months as summer came to a rapid conclusion in Minnesota. We share some stories about the book in the pages below along with market comments and other updates.  

Q2 2018 Quarterly Newsletter

Wednesday, 11 July 2018

News from Flourish

Happy Summer! I hope this newsletter finds you well and that you enjoyed Independence Day last week. We closed the office for two days for the team to better enjoy the mid-week holiday. My family spent the day catching up on projects around the house while reminding our younger kids that the 4th of July was not the official holiday of staring at online videos, then convinced our kids into a nice 9 holes of golf and a family dinner. Although not the most stressful or energetic of celebrations, it was still a tad difficult to get back into the swing of things come Friday morning! I suppose that is the downside of having a holiday in the middle of the week. You don’t want the fun to stop.

Q1 2018 Quarterly Newsletter

Thursday, 12 April 2018

News from Flourish

As the warm weather slowly inches ever closer to our front doors we are grateful for the prospect of outdoor grilling, blooming flowers and some good old Vitamin D. The first quarter of 2018 has flown by at Flourish and we are excited for some wonderful upcoming events that we are participating in.

SAVE THE DATE

This year we are sponsoring two events that we also participated in last year. On May 10th, Kathy Longo will be chairing the annual YWCA Minneapolis’s Circle of Women luncheon. The Circle of Women fundraiser luncheon is an inspirational opportunity to support life-changing programs in the community, empowering women and girls and eliminating racism in profound ways. For more information about this event or to register to attend or donate please visit the YWCA Minneapolis website.

Q4 2017 Quarterly Newsletter

Friday, 12 January 2018

News from Flourish

Happy New Year! We say farewell to 2017 and welcome 2018 with open arms. Last year was a year of transition as we mentioned in our end of the year article that was sent out a few weeks ago. With a new year upon us, we are looking forward to growth, professional development and staying organized. It has been an exciting time at Flourish welcoming the new additions to our team (Kelly, Michelle, and Derek), and we also had the chance to speak with a great many of our clients in recent weeks due to opportunities from the new tax law and other end-of-year housekeeping.

We are grateful for the opportunity to be at our clients’ side during times of uncertainty as well as times of joy. Thank you for putting your faith in our expertise.

Contact Us

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