Flourish Wealth Management

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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

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

We are thrilled to announce that the Flourish Financially Challenge & Flourish Insights are now both available on Pandora! LISTEN TO THE FLOURISH FINANCIALLY CHALLENGE LISTEN TO FLOURISH INSIGHTS CONTINUE READING

Hosted by Melissa Joy, CFP®, CDFA® Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions. This episode covers: Are you making money decisions from a place of fear? What are the 4 stages of

“Finding true community in our industry – both through the Goddesses of Financial Planning and the FPA MN – has been invaluable as my business evolves,” said member Lauri Salverda, owner of Castle Rock Financial Planning. “With our donation to the Center for Financial Planning, our group hopes we can


Flourish Financially:

Values, Transitions, and Big Conversations


Listen to Flourish Financially with Kathy Longo on your favorite streaming service

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