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Q4 2021 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Saturday, 15 January 2022

Q4 2021 Quarterly Newsletter

News From Flourish

Happy New Year! I hope that the holiday season was joyful and found you and yours in good health and good spirits. While this season continues to bring us sad news on the Covid front, I am hopeful that the coming Spring will bring us a sorely needed light at the end of the tunnel. We had quite a busy holiday season and are enjoying having a slightly less packed schedule as this first month of the New Year unfolds.

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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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