Navigating Career Transitions

compass min

Life transitions often throw us for a loop, and this certainly includes career transitions. Sometimes they are planned, but many times they are unexpected and challenging. However, they’re easier to plan for when we examine how they might occur. Career changes usually happen because someone decides to change their career path, has a job loss, scales back […]

How to Grow Your Financial Confidence in the New Year

financial growth

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here. How would you describe your level of financial confidence? One thing I have noticed in my line of work is just how many people find it […]

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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