Episode 16: Reflection
Taking stock of who you really are and what you really want can have a lasting impact on how you manage a challenging life transition.Kathy Longo, CFP®, CAP®, CDFA®
If you need to jump-start your self-reflection process, I encourage you to try one of the following: mindfulness meditation, yoga, journaling, walking, or talking with a therapist or trusted confidant can help you get clarity on what you really want from the next chapter in your life. And, of course, having greater clarity in your goals is the best way to create a financial plan that doesn’t simply pay the bills, but that helps you achieve a meaningful future.
Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot. For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com Don't forget to leave a review on our Alexa skill and keep Flourishing!
About the Author
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.