In the News

Kathy Longo Among Group of Female Financial Planners to Ring in 25th Anniversary With $25,000 Donation

To Promote Women, Diversity in the Industry

Wednesday, 07 October 2020

Kathy Longo Among Group of Female Financial Planners to Ring in 25th Anniversary With $25,000 Donation

A local group of female financial planners, the Goddesses of Financial Planning, announced a $25,000 donation to the Center for Financial Planning initiative in honor of the group’s 25th anniversary. The funding will support the initiative’s work to promote women and diversity in the financial planning industry.

Founded in 1995, the Goddesses of Financial Planning is a group of more than a dozen women financial advisory firm owners in Minnesota. The group meets regularly to share strategic advice and best practices to support each other in the financial planning industry. In addition to the Goddesses of Financial Planning, each member also belongs to the Financial Planning Association of Minnesota (FPA MN), a nonprofit organization of more than 900 financial planning professionals.

Flourish Webinar Recording: Market Perspectives (Coronavirus Edition)

Tuesday, 17 March 2020

Kathy Longo (Founder and Principal) and Jay Pluimer (Director of Investments) hosted a live client webinar on Tuesday, March 17th to share their perspectives about impacts on the financial and investment environment from Coronavirus. A link to the recording is included below which includes both the audio and the visuals from the webinar. Unfortunately, due to a technology glitch, the introduction to the presentation wasn’t included in the video. 

Kathy Longo Featured on the Money Savage Podcast

Tuesday, 17 March 2020

Kathy Longo recently sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions. 

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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