January 2025 Quarterly Newsletter for Q4 2024

Kathy Longo, CFP®, CAP®, CDFA
Friday, January 17, 2025

As we step into the new year, I want to express my gratitude for all those who are part of our Flourish Wealth Management community. This quarter’s newsletter brings valuable insights and updates to help you navigate your financial journey in 2025.

Inside, you’ll find:

  • “Four Advantages of Setting Financial Resolutions”: Practical tips for aligning your financial goals with the life you envision.
  • Our 2024 Market Review and 2025 Outlook: Insights from Jay Pluimer, Director of Investments, on the trends shaping the markets.
  • Exciting Team Announcements: We are thrilled to introduce Jaclyn Madrid, CFP®, CPWA®, Jayden Shultz, and Anna Davis, who are joining our team to better serve you.

We’re here to help you make the most of the opportunities ahead. If you have questions or would like to discuss your financial goals, don’t hesitate to reach out.

Sincerely, 

Kathy Longo

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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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