Recent Press

Thank You for Joining us at the Flourish Financially Book Launch!

Friday, 17 August 2018

Thank You for Joining us at the Flourish Financially Book Launch!
Thank you for joining Kathy Longo for the celebration and official launch of her first book, Flourish FinanciallyValues, Transitions, and Big Conversations at Barnes & Noble Galleria on September 17th, 2018.

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future. Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal, emotional and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

Kathy Longo featured on Michael Kitces' Financial Advisor Success Podcast

Wednesday, 06 June 2018

Episode 075 Feature Kathy LongoKathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.

Kathleen Longo featured on Upside: The Business Growth Podcast with Rusty Shelton

Tuesday, 13 March 2018

Kathleen Longo featured on Upside: The Business Growth Podcast with Rusty Shelton

Recently, Flourish CEO Kathleen Longo sat down with Rusty Shelton to share her perspective on starting a business that reflects professional and personal passion. As well as her business expertise you can hear all about some of the exciting things she and Flourish have been up to lately, including her upcoming book, expected to launch in September 2018, titled Flourish Financially: Values, Transitions, and Big Conversations.

 


FOLLOW KATHY


  • This email address is being protected from spambots. You need JavaScript enabled to view it.

Copyright © 2020 Kathy Longo | Powered by AdvisorFlex.