Kathy Longo Quoted in ‘Worth’ Article on Why Women Benefit from a More Personal Financial Advisory Process

Kathy Longo Quoted in ‘Worth’ Article on Why Women Benefit from a More Personal Financial Advisory Process

While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning tips for women in this recent feature article from Worth.

In the article, which reviews financial planning for women through different stages of life, Kathy discusses why financial planning is such a personal process for women. She also reminds us that it can be fun – and it can help us to carve out time to focus on our finances amongst our many other responsibilities.

You can read the full article for more guidance.

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Discover how career complacency may impact your financial future and learn ways to support long-term career growth.

When Career Complacency Affects Your Financial Future (and What to Do About It)

Most of us spend a significant portion of our lives at work. Over time, it’s natural to settle into routines, become comfortable in our roles,...

Discover how values-based investing can help align your portfolio with your values and long-term financial goals.

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

For many people, investing begins with practical questions. How much should I save? How should I diversify? Am I on track to meet my long-term...

Learn how investing with intention can help align your portfolio with your long-term goals, values, and financial priorities.

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...

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...

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...

Join Our Mailing List

Stay up to date on all things Flourish!

Skip to content