Financial Planning Tips (and Traps) for Female Executives

business woman min

After many years in financial services – a business still highly dominated by men – it’s become clear to me that many financial advisors do a disservice to women. They make assumptions, for instance, that women are uninterested in finance – or worse, that they are uneducated about money matters. In my own experience, my […]

Episode 40: Money & Your Values

If you’re unsure whether your financial decisions are in line with your values, it may be time to do a “values check.” Money decisions are about much more than dollars and cents – they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their […]

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