Using ‘Compass Goals’ to Achieve More in the New Year

If the idea of goal setting makes you feel anxious or think of past failures, it may be because you’ve been setting the wrong kind of goals. Kathy Longo, CFP®, CAP®, CDFA® Our goals should inspire and motivate us, leaving us with a sense of hope for the future. But if you’re feeling haunted by past […]

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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