Podcast

Episode #117 “How To Flourish Financially: Using Your Values and Money To Find Fulfillment”

Kathy Longo CFP®, CAP®, CDFA® | Certified Financial Planner ® | Author | Owner

BIO:

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over thirty 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. Kathy is passionate about helping women and their families connect the emotional and technical side of money. She is the author of the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, focused on understanding one’s money story, plan for the big transitions in life and have the necessary money conversations. Kathy continues to provide financial education by using the tips, concepts, and ideas she refined in her podcast Flourish Financially.

Highlights:

– Learn how to connect the emotional and technical sides of money

– Why the right financial plan isn’t just about the money

– To flourish is a reflection of what you value most, and it’s a path to fulfillment

– How to bring awareness to your unconscious money story

– How to recognize financial freedom

– Learn how to communicate effectively with your yourself, your spouse and partner about money

LINKS:
– Kathy’s website: CLICK HERE

– Kathy’s book: CLICK HERE

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