News from Flourish

Happy New Year! We say farewell to 2017 and welcome 2018 with open arms. Last year was a year of transition as we mentioned in our end of the year article that was sent out a few weeks ago. With a new year upon us, we are looking forward to growth, professional development and staying organized. It has been an exciting time at Flourish welcoming the new additions to our team (Kelly, Michelle, and Derek), and we also had the chance to speak with a great many of our clients in recent weeks due to opportunities from the new tax law and other end-of-year housekeeping.

We are grateful for the opportunity to be at our clients’ side during times of uncertainty as well as times of joy. Thank you for putting your faith in our expertise.

Our focus article this quarter discusses how to improve communication in the New Year when it comes to money and relationships. It is no secret that the root of many relationship challenges stem from money and finances. It is also no secret that most people avoid talking about money whenever possible. In this article, we offer some guidance on how to take steps to talk more openly about money with your spouse or significant other and how to foster an ongoing process to keep your money talks on track.

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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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