Understand Your Money Values to Strengthen Your Finances

couple financial paperwork 1

Each of us has our own unique set of money values and beliefs that we inherited from the people around us and the things that we experienced as we grew up. Here at Flourish, we refer to this history of financial influences as your “money story.” We have seen again and again how it defines […]

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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