Episode 40: Money & Your Values

If you’re unsure whether your financial decisions are in line with your values, it may be time to do a “values check.”

Money decisions are about much more than dollars and cents – they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their values and their financial decisions. If you could benefit from more clarity about your values and what they mean for your financial and life goals, your challenge this week is to complete a “values check.”

This process will allow you to uncover what is truly important to you and let it drive your decisions going forward. If you need help brainstorming, we provide you with a downloadable one-page Values List to help you get started.

Don’t forget to visit https://flourishfinanciallychallenge.com to log in and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo’s book, Flourish Financially, as well as a customized Amazon Echo Dot. For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com Don’t forget to leave a review on our Alexa skills and keep Flourishing!

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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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