Understanding Your Money Story

Understanding your money story and the emotions surrounding it are key steps in removing barriers to financial success, and the first step is to clarify your values.

We all have our own Money Story, made up of our entire history of financial decisions and influences. Your money story represents the emotional attachments you have to money, which impact how you spend and save. Understanding your own money story and the emotions surrounding it are key steps in removing the barriers that keep many people from making level-headed financial decisions and achieving the success they desire.

Get started now with understanding your own Money Story! Download your FREE Values One-Pager now!

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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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Understanding Your Money Story

Kathy Longo

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