5 Unique Financial Planning Considerations for Women
Societal factors and common life changes mean women face unique financial planning considerations. Kathy Longo, CFP®, CAP®, CDFA®
It’s tempting to think that money is an equalizer or that “investing is investing” regardless of the investor’s demographics. However, there are key differences in financial planning for women. Both societal factors and common life events can impact a woman’s financial position and her resulting investment choices. In this episode, I’ll review five financial planning considerations for women to help better equip you to meet and overcome challenges that may lie ahead.
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About the Author
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.
