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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Q3 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Wednesday, October 22, 2025
As summer fades and the first signs of autumn appear, it’s a natural time to pause and reflect on both personal and financial growth. The change of seasons reminds us that progress often comes from consistency, small steps that build over time into meaningful achievements. At Flourish, we’re celebrating this season of reflection and gratitude, recognizing the milestones that shape our team and the clients we serve.
We’re delighted to share some special updates from within the Flourish community:
Congratulations to Grant Shaffer and his fiancée, Allison, on their engagement! We’re all very happy for them and can’t wait to celebrate this exciting milestone.
We’re also proud to announce that Joey Fenwick has become a Partner at Flourish Wealth Management. Joey’s leadership, strategic insight, and commitment to client care have made a lasting impact over the years, and this next chapter is a meaningful step forward for both him and the firm.
In this quarter’s newsletter, you’ll find two insightful pieces. Our feature article explores how individuals can take advantage of expanded contribution opportunities to strengthen their retirement strategies. The piece highlights
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Kathy Longo
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