Healthy Finances: Setting Wellness-Centric Financial Goals

Unlock the secrets to setting wellness-centric financial goals and harmonizing prosperity for long-term success.

In today’s fast-paced world, where the pursuit of success often overshadows personal well-being, it’s crucial to recognize the interconnectedness of your financial health and your overall wellness. Money touches every part of our lives, including our relationships and our emotions, so striking a balance between financial goals and well-being is not only wise but essential […]

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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