Newsletter

Q1 2021 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Wednesday, 14 April 2021

Q1 2021 Quarterly Newsletter

News From Flourish

Spring has sprung in Minneapolis (minus this little cold snap we’re digging out of) and we are grateful to see the trees budding and hear the birds chirping. Perhaps everything feels a little brighter as we seem to be emerging from a long and challenging year of global pandemics, market volatility, civil unrest, and of course the many personal challenges we have all had to face. 
 
Jay, Grace, Maddy, Fernando, and I took a little time away over the winter and have recently returned from Palm Springs. Working remotely has afforded many people, ourselves included, a new perspective on how work is done in our daily lives. Those who never thought that a remote environment would work for them or their business have now become converts, finding it difficult to conceive of a five-day week at the office.
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About the Author

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

 

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