Kathy Longo Named One of Investopedia’s Top 100 Financial Advisors of 2022

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Kathy Longo CFP®, CAP®, CDFA®, has been named one of Investopedia’s Top 100 Financial Advisors of 2022! She is committed to financial literacy and empowerment, and we could not be prouder that her efforts have received national recognition. Congratulations, Kathy! This is the sixth year for the Investopedia 100, which celebrates financial advisors who are […]

Couples and Money: Selecting a Financial Strategy for Your Household

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Money is a very personal topic, isn’t it? That’s what makes determining the right financial strategies for couples a challenge. Each of us has our own unique behaviors and attitudes around money – a mix of our upbringing, our experiences, and our current situations. All of this makes merging finances as a couple a complicated […]

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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