Press Release: Flourish Wealth Management Celebrates 10th Anniversary by Giving Back
FOR IMMEDIATE RELEASE Flourish Wealth Management Celebrates 10th Anniversary by Giving Back Flourish Wealth Management is excited to announce the firm’s 10th anniversary and plans to celebrate by giving back to the community. The female-owned wealth management firm, founded in 2014 by financial advisor, author, and speaker Kathy Longo, is an independent boutique wealth management firm in the greater Minneapolis area. Flourish’s unique take on financial planning and wealth management means each client is encouraged to focus on the personal side of money, clarifying their core values, communicating about money matters with loved ones, and understanding their personal money […]
Q4 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, January 16, 2024 I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is celebrating its 10th anniversary! In 2014 I decided to step out on my own and launch Flourish Wealth Management with a commitment to always prioritize a personal approach to financial planning. This year, we’re giving back to the community as a show of gratitude for our success and prosperity. Our year-long celebration includes team events, special podcast episodes, and a service project. I believe that the root of success for Flourish over the last […]
