In the News

Happy 2nd Birthday Flourish!

Friday, 15 April 2016

by Kathleen Longo on April 16, 2016 

With thankfulness and appreciation for my supporters, team and clients, I am proud to celebrate the 2nd birthday of Flourish Wealth Management today! It has been amazing journey over the past two years to build a strong foundation for the business. We have been blessed with amazing client experiences and supportive efforts from even more people than I could imagine. It has been a very rewarding personal and professional experience along the way. We are now getting ready for more accomplishments in the next year at Flourish, starting with an exciting hire that we will be announcing soon. My heartfelt thanks go out to everybody that has made the past two years a success beyond my wildest dreams. Cheers to you!!

 

Kathleen Longo published in BAM Alliance | Wrap up Year-End Giving

Friday, 18 December 2015

Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving .
Shared by The BAM Alliance, December 18, 2015

Although the official start to the “Holiday Season” generally occurs on Thanksgiving weekend, the charitable component so often linked to this time of year is highlighted a few days later with #GivingTuesday, which fell on Dec. 1. If you don’t know already, #GivingTuesday, a relatively recent movement, was created in 2012 by New York’s 92nd Street Y in partnership with the United Nations Foundation as a response to consumerism and commercialization. The event takes place each year on the first Tuesday after Thanksgiving, providing a respite from Black Friday and Cyber Monday, and is designed to be a global day of giving through monetary donations, your time, goods and your voice.

Read the full story here

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.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to the Flourish Financially Challenge on Your Favorite Streaming Service


Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.