Q4 2020 Quarterly Newsletter

January 2021
Kathy Longo, CFP®, CAP®, CDFA Tuesday, 12 January 2021

Q4 2020 Quarterly Newsletter

News From Flourish

We made it through 2020! And we all deserve a feather in our caps just for that. This last year has been the most tumultuous in recent memory, if not ever, and while it came with its share of challenges there have also been some things to celebrate or, at least, reflect upon and appreciate. 

For me, it has been a joy to have my family around more often and the addition of our puppy, Sunny, has brought levity in a time of gloom. The addition of three new employees, Joey, Kate, and Grant, has been wonderful for my firm, our clients and has enabled each member of our team to devote more time and energy to the things we love to focus on professionally and personally. We have added new ways of communicating with our clients and others who value our thoughts and perspectives with the introduction of the Flourish Financially Challenge and Flourish Insights. Please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. This project has been rewarding and a learning experience for Jay and myself and we hope you are enjoying it as well. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach. 

In this Quarter’s newsletter, I am sharing an article on growing your financial confidence for the coming year and all of the years ahead. The start of a year is a time for new beginnings and, perhaps, this year it will be more important than ever to find an inner strength to endure and persevere through the turmoil that we have little or no control over. I am grateful for all of the clients, colleagues, and friends who have helped me to continue to grow, work, and be my best self in a time when it’s not always easy. I am hopeful that this year will bring a safer, healthier, happier, and more prosperous chapter to each and everyone’s lives. 

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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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