The second quarter of 2025 has been both energizing and inspiring at Flourish. We’re proud to announce that Kathy Longo, President and Founder, was named one of Money magazine’s “30 Best Women Financial Planners in the U.S.” This recognition honors not just individual excellence but the collective trust and teamwork that define Flourish.
This quarter also brought our team together in Minneapolis for a dynamic all-team gathering filled with purpose and connection. A highlight of the trip was volunteering at Second Harvest Heartland, where we packed nutritious meals for local seniors. The experience strengthened our shared commitment to community impact. From cheering on the Twins to escape room challenges and team golf at Puttshack, we also made time for fun and team-building.
We’re excited to celebrate key milestones within our team as well. Jayden Schultz marked her one-year anniversary as an Investment Associate, and Grant Schaffer was promoted to Wealth Manager — a reflection of his dedication to comprehensive client service.
The Q2 newsletter includes two timely pieces for the summer season. Kathy shares practical budgeting tips to help readers enjoy summer without straining their finances, whether traveling or enjoying local experiences. Meanwhile, Jay Pluimer’s Market Commentary explores the Q2 market rebound, tariff impacts, and what investors might expect as we head into the latter half of the year.
We invite you to explore this quarter’s insights and stay connected with Flourish as we continue to help our clients align their financial plans with their life goals.
Q2 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Monday, July 14, 2025
The second quarter of 2025 has been both energizing and inspiring at Flourish. We’re proud to announce that Kathy Longo, President and Founder, was named one of Money magazine’s “30 Best Women Financial Planners in the U.S.” This recognition honors not just individual excellence but the collective trust and teamwork that define Flourish.
This quarter also brought our team together in Minneapolis for a dynamic all-team gathering filled with purpose and connection. A highlight of the trip was volunteering at Second Harvest Heartland, where we packed nutritious meals for local seniors. The experience strengthened our shared commitment to community impact. From cheering on the Twins to escape room challenges and team golf at Puttshack, we also made time for fun and team-building.
We’re excited to celebrate key milestones within our team as well. Jayden Schultz marked her one-year anniversary as an Investment Associate, and Grant Schaffer was promoted to Wealth Manager — a reflection of his dedication to comprehensive client service.
The Q2 newsletter includes two timely pieces for the summer season. Kathy shares practical budgeting tips to help readers enjoy summer without straining their finances, whether traveling or enjoying local experiences. Meanwhile, Jay Pluimer’s Market Commentary explores the Q2 market rebound, tariff impacts, and what investors might expect as we head into the latter half of the year.
We invite you to explore this quarter’s insights and stay connected with Flourish as we continue to help our clients align their financial plans with their life goals.
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Kathy Longo
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