It is important for us to get to know each client’s values, aspirations, and resources. This is the fun part of our planning because each client brings unique goals and opportunities. Our comprehensive wealth management services provide tailored solutions to fit your needs and goals.
Our financial resources including Kathy Longo's book, blog and investing insights series offer thoughtful and strategic advice on how you can take control of your financial life and communicate more effectively about your money story with yourself and those you care about.
We seek opportunities to fully align our clients’ investments with their personal values. The use of Socially Responsible Investments (SRI) and Environmental Social Governance (ESG) is an important opportunity to put investment dollars behind important themes that can influence the future while making a profit.
Planning is not a one-time endeavor, but rather an ongoing process and partnership customized to achieve financial goals through the unpredictability of life and complexity of financial decisions. We offer fresh insights and perspectives as we work with clients to identify and build a plan to achieve their immediate and long-term goals. We focus on what is most important as we align the critical components of personal and financial wealth, so that our clients enjoy a greater sense of confidence in their ability to achieve their highest aspirations.
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort."
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.
We look forward to learning about your financial goals and working together to help you realize those dreams. We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.
Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.