|   Flourish Financially with Kathy Longo

Episode 39: A Man is Not A Plan

The majority of women will be responsible for their own finances at some point, making it crucial to remember that a man is not a plan when it comes to preparing for your financial future./h5> Kathy Longo, CFP®, CAP®, CDFA®

The financial services industry remains dominated by men, and there is a lingering feeling in some circles that women take a backseat when it comes to money matters. This can lead many women to feel unheard or uncomfortable in financial conversations, even though women control 51% of personal wealth and have a greater desire than ever to take control of their financial futures.

Add in the fact that the majority of women will be responsible for their own finances at some point, and it becomes crucial to remember that a man is not a plan when it comes to preparing for your financial future.

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About the Author

Kathy Longo, CFP®, CAP®, CDFA®

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.

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