The Wheel of Life – 2 Year Anniversary Special

If you feel like you’re lacking balance in your life, this tool will help you find greater happiness and fulfillment.

The Wheel of Life is a concept I introduce to all my clients because of its incredible value in helping you get to the heart of your values and priorities. If you want to establish meaningful financial and life goals and create a decision-making framework for your money and your future, this tool can help you get there. It will help you develop more satisfaction, a better sense of well-being, and a life that allows you to flourish every day.

Don’t forget to download your own Wheel of Life Worksheet!

Don’t forget to leave a review on our Alexa skill 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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