Q3 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Wednesday, October 22, 2025 As summer fades and the first signs of autumn appear, it’s a natural time to pause and reflect on both personal and financial growth. The change of seasons reminds us that progress often comes from consistency, small steps that build over time into meaningful achievements. At Flourish, we’re celebrating this season of reflection and gratitude, recognizing the milestones that shape our team and the clients we serve. We’re delighted to share some special updates from within the Flourish community: Congratulations to Grant Shaffer and his fiancée, Allison, on their engagement! […]
