Q1 2019 Quarterly Newsletter

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!

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About the Author

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

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