Episode 47: Why Friends and Finances DO Mix
Our friends are some of our greatest influencers, and they have a significant impact on the way we manage our finances.
Kathy Longo, CFP®, CAP®, CDFA®Nearly three-quarters of people believe it’s inappropriate to discuss money matters in a social setting. However, our circle of friends has a tremendous impact on the way we manage our finances - for better or for worse.
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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.
