Q1 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, 18 April 2023
News From Flourish
Happy Spring! We hope that your 2023 is off to a good start. In this Quarterly Newsletter, I am sharing an article that may be a great resource for you or someone in your life who may be preparing for their marriage. I provide some insights and tips that can be the catalyst for a great conversation about finances, money values, and how to build a shared vision for a financial future together. Jay Pluimer, Director of Investments shares his insights on the market to date this year as well as expectations for the next few months. In addition, we share an article with details about our vote of confidence for Charles Schwab as a strong bank and custodian for client accounts.
In firm news, I am excited to announce the addition of Miranda Libra as Executive Assistant! Miranda started her career in financial services and brings a lot of experience helping clients and teams find success. We are excited to explore the efficiencies that she will bring to Team Flourish along with opportunities to add a personal touch to client connections.
I hope you have survived the long winter and that you are enjoying the warmer weather!
About the Author
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.