Kathy Longo

Kathy Longo CFP®, CAP®, CDFA®

EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER

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. Before launching Flourish in 2014, Kathy worked as a wealth manager, financial planner, and firm manager at companies of varying sizes in both Chicago and Minneapolis.

Flourish Financially
ARE YOU READY TO FLOURISH FINANCIALLY?

Flourish Financially: Values, Transitions, and Big Conversations

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future.

Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

Flourish Financially Podcast

HOSTED BY KATHY LONGO

Flourish Financially with Kathy Longo is a weekly resource for women who are ready to up-level their financial fulfillment and create more meaning in their professional and personal lives. Each week, author and financial planner Kathy Longo focuses on topics that will help you achieve your financial goals – and your larger personal aspirations. If you’re ready to create a life where you can flourish, this is the podcast for you.

Are You Ready to Flourish Financially?

Let’s Talk About Your Readiness for Financial Success.

LET'S TALK WEALTH

Start planning for your future with insight and confidence.

Kathy offers presentations that empower audiences to take control of their finances through assessing their unique experiences and individual needs. Her presentations address the psychological side of financial planning that’s often overlooked in this numbers-driven industry. Kathy specializes in speaking to women on how to manage their wealth with confidence in the male-dominated field of financial planning.

Kathy offers the following presentations, all of which can be tailored to your audience’s needs:

Embrace the Emotionally Driven Side of Wealth Management.

Kathy Longo is passionate about helping families, individuals, and women create insightful financial plans that take into consideration their unique values, emotions, and aspirations.
CONNECT WITH KATHY
Flourish Financially
ACCESS YOUR FREE CHAPTER DOWNLOAD!

Flourish Financially: Values, Transitions, and Big Conversations

Flourish Financially is a guide to starting the hard conversations about your money and how it impacts every aspect of your life. Please fill out the form below to access your chapter download

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.

Flourish Financially
ACCESS YOUR FREE CHAPTER DOWNLOAD!

Flourish Financially: Values, Transitions, and Big Conversations

Thank you for your interest in Flourish Financially. Please click the button below to access your FREE Chapter Download.

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