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.

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."

Flourish Financially: Values, Transitions, and Big Conversations

When it comes to financial planning, open and honest communication is absolutely essential to creating the right plan for your present and future needs. Flourish Financially is a guide to starting the hard conversations about your money and how it impacts every aspect of your life.


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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.

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!

Listen to the Flourish Financially Challenge Podcast each week hosted by Kathy Longo!
 
This Week's Episode
Episode 46: Money Talks with Your Aging Parents

Episode 46: Money Talks with Your Aging Parents

Discussions about money can feel complicated and even awkward, and this includes discussing money issues with your parents as they age. However, these conversations have a meaningful purpose, and keeping the lines of communication open will be the best way to meet your parents’ wishes and protect your family’s finances. 

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