Kathy Longo Featured on the Pearl Planning Podcast

Hosted by Melissa Joy, CFP®, CDFA® Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions. This episode covers: Are you making money decisions from a place of fear? What are the 4 stages of transitions? How to focus on […]

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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