Flourish Wealth Management

Your Money Story

Kathy Longo

Money is a very personal topic, isn’t it? That’s what makes determining the right financial strategies for couples a challenge. Each of us has our own unique behaviors and attitudes around money – a mix of our upbringing, our experiences, and our current situations. All of this makes merging finances

Kathy Longo

Improving your money mindset is a great way to invest in yourself and your future. If you’re stuck in a financial rut, read on for some simple strategies you can use to adjust your thinking in a way that pays dividends. Why Your Money Mindset Matters Do you ever find

Kathy Longo

It’s normal to worry about money matters from time to time, but what if you’re unable to stop worrying? What if your money anxiety causes you to lose sleep or keeps you from focusing on priorities at work or at home? If you’re in a situation right now where financial

Kathy Longo

Are you looking for strategies to curb your overspending habit? So often, we have the best of intentions when it comes to our money goals – including our spending. We might start the month resolving to stop unnecessary spending, only to be wooed by an unexpected sale here, and a

Kathy Longo

When it comes to achieving true financial freedom, what are your biggest challenges? While it’s possible that there are external factors hindering you, there’s also a chance that your personal finance habits are keeping you from meeting your goals. Too often, our mindset or our emotions get in the way

Kathy Longo

Do you feel like there’s a lot in your life that you don’t have control over? From the stock market to elections to COVID-19, it’s easy to feel like you’re not in control of much of what is going on around you. However, one thing you can always control is

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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