Q2 2020 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Thursday, 16 July 2020

Q2 2020 Quarterly Newsletter

News From Flourish

The first six months of 2020 have been some of the most challenging in my career. Unfortunately, there are no promises that the second half will be any better as we continue to battle a global pandemic while preparing for a contentious US Presidential Election. However, the challenges have also provided time for reflection, perseverance and creativity in problem-solving as our team works together to adjust, adapt and change in the face of adversity and uncertainty.

While I have no intention of using my quarterly newsletter as a pulpit, in light of recent events, especially those that have transpired in my own neighborhood in Minneapolis, I feel it is important to address the nationwide discussion we are having about race, justice and equality in our country.

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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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