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.


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


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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Listen to Flourish Financially with Kathy Longo!

Flourish Financially 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 Episodes Added Every Week!

Listen to Flourish Financially each week hosted by Kathy Longo!
This Week's Episode
Episode 52: Finding the Best Financial Advisor for You

Episode 52: Finding the Best Financial Advisor for You

When it comes to achieving your financial and life goals, it is critically important to find the right person to trust with your financial planning. Many people don't take the time to find a financial advisor who best suits their needs, but it is important to find one who takes the time to get to know you - and how you think about money - in order to develop a financial plan that isn't just about dollars and cents. 

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