Financial guidance with empathy – for individuals crafting their own financial narratives.
Financial planning isn’t just about dollars and cents. It’s a reflection of what you value most, and a path to balance and fulfillment. If you’re looking for fresh perspective, actionable guidance, and greater financial empowerment, you’re in the right place.
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.