“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
Kathy Longo (Founder and Principal) and Jay Pluimer (Director of Investments) hosted a live client webinar on Tuesday, March 17th to share their perspectives about impacts on the financial and investment environment from Coronavirus. A link to the recording is included below which includes both the audio and the visuals from
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
