Thursday, 02 May 2019
For the third year in a row Flourish Wealth is sponsoring this exciting celebration that benefits Common Hope. Noche de Colores is an event that celebrates students graduating this year who have benefitted from the programs at Common Hope.
This event is so fun and contributes to a wonderful cause. To learn more, register or donate visit: https://www.commonhope.org/events/noche-de-colores-2019/
Friday, 19 April 2019
Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You're a Financial Planner, Now What? Podcast about how to integrate and flourish in a financial planning firm. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner.
Friday, 29 March 2019
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."
- Sarah Max
Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!
Monday, 11 March 2019
On their second episode of Women’s month, Top Advisor Marketing host Matt Halloran welcomed Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.
Thursday, 21 February 2019
We are very pleased to announce that for the fourth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!
According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:
