Stop Fixating on the Numbers

calculator calculation insurance

This might come as a shocking statement from a person who looks at numbers as part of her profession, but we can get too fixated on numbers to determine success or happiness. My discovery of number fixation wasn’t necessarily in preparation for building a new financial plan or working with a client. In this case it was […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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