In the News

Michele Lenz Attends the UW Madison - Financial Coaching Workshop

Helping Clients Reach Their Goals Through Financial Coaching Workshop
Thursday, 09 May 2019

Michele Lenz Attends the UW Madison - Financial Coaching Workshop

This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice. There was also a structured networking lunch for current Personal Finance students and the workshop attendees to share their financial planning experiences during and after graduation.

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

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.

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 12 December 2018

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

Occupational Feminization is a real thing and while progress has been made there is still a lot more to be done. This article provides some key actions that can be taken by employers and management to close the gap and recognize the equal value that women deserve in the workplace.

Women still earn 80 cents on average to every dollar brought home by a male worker doing the same job. As of 2018, due to that gender pay gap, women lost an estimated $513 billion in wages.[i] Sadly, this is not a uniquely American problem and there is a wage disparity between men and women in nearly every country.[ii] Unfortunately, the wage disparity increases when broken down by race. Although there is countless data on wage discrepancy, complications discussing it often arise because there is a large segment of the population who either do not believe it exists or believe it only exists because women pursue lesser paying professions and don’t ask for raises.

Listen to Kathy Longo on The Small Business Radio Show with Barry Moltz!

Monday, 03 December 2018

Kathy Longo recently sat down with Barry Moltz of the Small Business Radio Show to share her insights into the conversations you need to be having with your spouse about money, and how communicating effectively with your spouse can help turn your finances into a source of strength rather than tension for your relationship.

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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