Author: Kathy Longo

Picture of Kathy Longo

Kathy Longo

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.
Explore how raising financially confident kids through open money conversations can help shape lifelong financial habits.

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...

Associate Financial Planner

About Flourish Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management...

Discover how navigating money and marriage with clarity and compassion can help strengthen your financial partnership.

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

Financial planning for fulfillment means aligning your wealth with your values and the life you most want to live.

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

Values-based financial planning helps you align your money with your goals and the life you most want to live.

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...

Learn how money and mental health are connected and how awareness can support more intentional financial decisions.

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

Q1 2026 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Wednesday, April 15, 2026 As we move further into spring, it’s often a natural time to pause and reflect on...

Learn how women and wealth intersect, and how intentional financial planning can support confidence and independence.

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...

Discover three women and money myths to leave behind and how financial planning can support confidence and clarity.

Three Money Myths Women Should Leave Behind for Good

Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...

Learn how framing impacts financial outcomes and why perspective plays an important role in everyday money decisions.

The Power of Perspective: How Framing Impacts Financial Outcomes

The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...

Now with Locations in:

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo