Recent Press
Kathy Longo discusses the importance of giving your children a strong financial education with the Savannah Tribune in 6 Ways To Teach Your Kids About Finance.
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 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.
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.
During the holiday season, it can be easy to get carried away with online shopping. Find out Kathy's 5 tips for keeping your online spending in check this season on Investopedia
