Q2 2023 Quarterly Newsletter

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Kathy Longo, CFP®, CAP®, CDFA Monday, July 17, 2023 Hello, Summer! We hope you enjoyed a happy Independence Day with loved ones. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be experiencing financial stress and could use some advice […]

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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