Episode 2: Your Money Story
Think back to your earliest money memory and how it shaped your life.
Kathy Longo, CFP®, CAP®, CDFA®
This week, we reflect on our earliest money memory. My challenge for you is to think back to your earliest money memory and how it impacted your life. Don't forget to write us a review on your favorite podcast provider as well as on your Amazon Alexa app.
To get in touch and learn more about Flourish Wealth Management, or download resources from the Flourish Financially Challenge, register at www.flourishfinanciallychallenge.com. You can keep track of your challenges and accomplishments plus get free resources and discounts on Kathy's book. You can even get a free Amazon Echo Dot when you complete 50 challenges.
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.
