Team News: Lunch & Learns “How Not to Take Things Personally”

Lunch Learn img 1 min

Flourish brought back our monthly Lunch & Learns where each team member takes a turn leading the time together. This month Michele Lenz shared a topic originally inspired by the book The Four Agreements which highlights: Agreement 1: Be Impeccable With Your Word Agreement 2: Don’t Take Anything Personally Agreement 3: Don’t Make Assumptions Agreement 4: Always Do Your Best […]

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.

Skip to content