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

“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

I am thrilled to announce that Flourish Wealth Management made it to number 18 on Feedspot’s Top 100 Wealth Management Websites & Blogs! Thank you for all of your support, we work hard to bring your relevant and informative content to help you make the best financial decisions for your situation.

We are very pleased to announce that for the fifth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ! According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis: Independent, Fee-Only Advisor

Kathy Longo sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions.   Listen to learn how to have difficult conversations about money with the important people in your

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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.

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