Q3 2018 Quarterly Newsletter

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.  

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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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