In the News

We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment. WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we

In an article published by NerdWallet providing financial advice on how to curb impulse spending, Kathy Longo offered her insight on how to practice safe credit card habits. Here’s a snip of the article: Credit cards may help or hurt, depending on how you spend. Klontz says that people spend significantly more

Kathy Longo was recently interviewed by MoneyGeek for a piece they did on how an individual can start investing and saving their money. How much should beginners invest in stocks and bonds? And when is a good time to increase those investments? Studies have consistently shown that saving 10% to

In 1997, Circle of Women gathered 500 women to celebrate their power and to develop women as philanthropists in the community. The objective was to broaden the base of support for YWCA Minneapolis programs and help improve the future for women and girls in the Twin Cities. This year, we’re

Flourish brought back our monthly Lunch & Learns where each team member takes a turn leading the time together. This month Michele Lenz shared a topic originally inspired by the book The Four Agreements which highlights: Agreement 1: Be Impeccable With Your Word Agreement 2: Don’t Take Anything Personally Agreement 3: Don’t Make Assumptions