Financial Flourishing with Kathy Longo

March 15, 2020

On this show, we talked about how values fit into our financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions with Kathy Longo, CFP, CAP, CDFA, and Founder and President at Flourish Wealth Management.  Listen to learn how to have difficult conversations about money with the important people in your life!

For the Difference Making Tip, scan ahead to 16:02!

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!

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