Navigating Four Common Career Transitions
Some career transitions are exciting, while others can leave you feeling adrift. Kathy Longo, CFP®, CAP®, CDFA®
Life transitions often throw us for a loop, and this certainly includes career transitions. Sometimes they’re planned, but many times they are unexpected and challenging. However, when we examine how these transitions might occur, they become easier to plan for.
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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.