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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Q1 2024 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Thursday, April 18, 2024
Spring has sprung here in Edina, but with temperatures swinging from 80 to 45 degrees (or worse), it seems Mother Nature hasn’t quite made up her mind about what season we’re in!
I am happy to announce that Grant Shaffer, Associate Wealth Manager at Flourish, recently passed the rigorous testing and experience standards to earn his Certified Financial Planner (CFP)® certification. Grant has been part of Team Flourish for the past 4 years in a few different roles and it’s exciting to see his hard work and passion for financial planning pay off with this prestigious designation. In addition, our clients will benefit from Grant’s growing knowledge and experience.
Spring is a time of growth and rebirth, and I like to embrace this period to learn new things, organize cluttered spaces in my house (and life!), and take a moment to stop and smell the roses. April marks Financial Literacy Month, a reminder that, whether we’re old or young, seasoned investors or new savers, learning is a lifelong journey. This month’s article provides strategies to cultivate responsible financial habits in young people. However, this resource isn’t exclusive to children and parents as many of us can benefit from the wisdom imparted to the next generation.
I hope you enjoy this Quarter’s article and market commentary. Have a very happy spring!
Sincerely,
Kathy Longo
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Kathy Longo
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