Embracing the Emotionally Driven Side of Wealth Management.

The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. President and founder of Flourish Wealth Management, Kathy Longo is passionate about helping families, individuals, and women create insightful financial plans that take into consideration their unique values, emotions, and aspirations.

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How Can You Flourish Financially?

Let's Talk About Your Readiness for Financial Success.

"Conversations about money aren't easy, but you need to have them in order to achieve your goals."

Kathy Longo, CFP^®, CAP^®, CDFA^®

Flourish Financially: Values, Transitions, and Big Conversations

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future. Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

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Let’s talk money!

Book Kathy to speak at your next event.

Kathy speaks to audiences of all sizes on the topics of financial literacy, the psychological side of managing your finances, and starting big conversations surrounding money. Her presentations give audiences insight into planning for the future you want with your head, heart, and soul.

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Meet Kathy

EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER

Kathy Longo, CFP®, CAP®, CDFA, is the president and founder of Flourish Wealth Management. She has over twenty-five years of experience in the financial planning industry and loves helping her clients discover what is important to them when planning for the future. She is passionate about educating women on how to take control of their assets by making informed and confident financial decisions.

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Join the Flourish Financially Challenge!

The Flourish Financially Challenge is a weekly mini-podcast where Kathy Longo, President and Founder of Flourish Wealth Management, challenges you to set and achieve micro-goals that will help you on your way to financial wellness and satisfaction.

New Challenges Added Every Week!

TAKE THE CHALLENGE