Couples and Money: Choosing Your Financial Strategy
Merging finances as a couple can be complicated, but use these tips to choose the best strategy for your unique relationship. Kathy Longo, CFP®, CAP®, CDFA®
Money is a very personal topic. It can be difficult to talk about, even with the person you’re sharing your life with. That’s one reason why determining your financial strategy as a couple can be a challenge. If you’ve been struggling to successfully blend this portion of your life, I have good news – there’s no “right” or “wrong” way to do it.
Don't forget to leave a review on our Alexa skill and keep Flourishing!
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.