Kathy Longo featured on Worth | The Investment Gap

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“From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning.” – Sarah Max Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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