Q3 2018 Quarterly Newsletter

By 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.  

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.

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    Edina, MN 55435
  • FAX: 952.953.3310
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