Embracing the Emotionally Driven Side of Wealth Management.
The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. President and founder of Flourish Wealth Management, Kathy Longo is passionate about helping families, individuals, and women create insightful financial plans that take into consideration their unique values, emotions, and aspirations.
Our Financial Readiness Assessment will you identify the strengths and weaknesses of your current financial situation, provide a framework for future money conversations, and guide your next steps to align your money with your values.
Simply answer the following questions to receive your results.
Flourish Financially: Values, Transitions, and Big Conversations
Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future. Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.