Episode 6: Money Roles and Rules
It's useful to have a money management system in place, but many families operate with unwritten assumptions rather than a true plan.
Kathy Longo, CFP®, CAP®, CDFA®
For this week’s challenge, I encourage you and your spouse to get down to brass tacks about your shared financial reality.
Whether you’re on the sharing or receiving end of a financial secret, try to remain calm and work to have a constructive conversation so that you can move forward together. If you’re ready to go all-in on your financial reality conversation, head to https://www.flourishfinanciallychallenge.com and download a free checklist of key financial documents to review and discuss with your spouse.
Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
