Recent Press

Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

Thursday, 16 September 2021

Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

In an article published by NerdWallet providing advice on how to curb pandemic-related impulse spending, Kathy Longo offered her insight on how to practice healthy credit card habits. Here's a snip of the article:

Credit cards may help or hurt, depending on how you spend. Klontz says that people spend significantly more money when using their credit cards instead of cash. He suggests keeping a cash envelope to use in areas where you tend to overspend, like dining out, for example.

Also, minimize impulses by not storing credit card information on websites or apps, says Kathy Longo, a certified financial planner and president of Flourish Wealth Management, a financial planning firm in Minneapolis. 

Financial Planners to Donate $25,000 25th Anniversary

To Promote Women, Diversity in the Industry

Wednesday, 07 October 2020

Financial Planners to Donate $25,000 25th Anniversary

A local group of female financial planners, the Goddesses of Financial Planning, announced a $25,000 donation to the Center for Financial Planning initiative in honor of the group’s 25th anniversary. The funding will support the initiative’s work to promote women and diversity in the financial planning industry.

Founded in 1995, the Goddesses of Financial Planning is a group of more than a dozen women financial advisory firm owners in Minnesota. The group meets regularly to share strategic advice and best practices to support each other in the financial planning industry. In addition to the Goddesses of Financial Planning, each member also belongs to the Financial Planning Association of Minnesota (FPA MN), a nonprofit organization of more than 900 financial planning professionals.

Top 12 Best Financial Advisors in Minnesota 2020- Flourish

Thursday, 30 April 2020

Top 12 Best Financial Advisors in Minnesota 2020- Flourish

We are very pleased to announce that for the fifth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!

According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:


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