Episode 6: Money Roles and Rules

It’s useful to have a money management system in place, but many families operate with unwritten assumptions rather than a true plan.

For this week’s challenge, I encourage you and your spouse to get down to brass tacks about your shared financial reality.

Whether you’re on the sharing or receiving end of a financial secret, try to remain calm and work to have a constructive conversation so that you can move forward together. If you’re ready to go all-in on your financial reality conversation, head to https://www.flourishfinanciallychallenge.com and download a free checklist of key financial documents to review and discuss with your spouse.

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.

Don’t forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Kathy Longo

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

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Episode 6: Money Roles and Rules

It’s useful to have a money management system in place, but many families operate with unwritten assumptions rather than a true plan.

Kathy Longo

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