Kathy Longo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Flourish Wealth Management in Edina, MN and the surrounding communities.
With over 20 years of experience, we bring both the expertise and tools necessary to improve our clients’ lives. Flourish serves a small, dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish!
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm located in Edina, MN that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions as well as new and innovative strategies. We will discern all possibilities and advise the most advantageous course of action, allowing our clients to focus confidently on what matters most. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings.
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
Read More >
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
Read More >
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
Read More >
Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
Read More >
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
Read More >
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
Read More >
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
Read More >
Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
Read More >
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
Read More >
As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
Read More >
