Q3 2022 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Wednesday, 12 October 2022

News From Flourish

Happy Fall! We are enjoying the leaves changing and crisp mornings after a very busy and very HOT summer. We have much to celebrate this quarter and I am excited to share some of our recent news.

You probably saw the email and social posts celebrating TWO YEARS of the Flourish Financially Podcast and Flourish Insights with Jay Pluimer. If you haven’t already, please take a listen and if you do tune in please help us gain more listeners by taking a moment to give us a review on Apple Podcasts. It really helps spread the word about our shows. You can find out where you can listen and the link to rate us on Apple Podcasts on the Podcasts Page on our Website.

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This quarter I am sharing an article that commemorates my first podcast episode ever! In celebration of our Anniversary, it has been remastered and updated. You can listen to it here.

The Wheel of Life is a topic I talk about in my book and this article reinforces the need to achieve balance in your life to reach your financial goals and find a sense of well-being. It also comes with a downloadable Wheel of Life resource that you can use to find balance in your own life. Following the article, read Jay Pluimer’s Market Commentary on the Third Quarter of 2022 and what may be on the horizon for the economy and the markets as we head into the final quarter of the year.


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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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