Flourishing Through Financial Planning
Money is about much more than dollars and cents. It’s about our family, it’s about our first experiences with money, it’s about our life values, and it’s about the conversations we do or do not have with the people who influence our saving, investing, sharing, and spending.
Unfortunately, most wealth management firms rarely take the time to get to know their clients in a way that truly allows them to develop the perfect, individualized solution for each client. In addition, many financial planners overlook the psychological elements that drive financial decisions.
In FLOURISH FINANCIALLY, author Kathy Longo takes a personalized approach to finance, helping you analyze the nine core areas where you typically spend your timefinances, family, health, leisure, learning, inner growth, home, community, and workso you can understand your own money story to develop a strong financial plan and future.
You’ll learn about different financial planning tools and practicesmost importantly, how to communicate about money matters with those you care aboutto help you get to the heart of your values and priorities, establish meaningful financial and life goals, and create an effective and inspiring decision-making framework.
|Publisher:||Advantage Media Group|
|Product dimensions:||6.10(w) x 9.10(h) x 0.70(d)|
About the Author
Kathy Longo, CFP®, CAP®, CDFA, brings over twenty-five years of expertise and experience to her practice, Flourish Wealth Management, of which she is the founder and president. With extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner, Kathy has garnered a vast array of honors and recognitions, including the Five Star Wealth Management Award five years over, as well as being named one of the Top 50 Women in Wealth Management from Wealth Manager Magazine. Kathy is dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She lives in Minneapolis with her husband, Jay Pluimer, and their three children, Madeline, Fernando, and Grace.
Table of Contents
Part 1 Values 9
Chapter 1 Tell it Like it Is: Realizing Your Money Story 13
Chapter 2 Two Sides to Every Coin: Talking Finances with your Partner 35
Chapter 3 Women, Wealth, and Wisdom 51
Part 2 Transitions 71
Chapter 4 Nickels and Dimes: When Change Happens 75
Chapter 5 What to Expect When You're Expecting the Unexpected: The Reality of Marriage, Kids, and Even Divorce 91
Chapter 6 Retirement at Face Value: Finding Joy and Confidence in Retirement Planning 115
Part 3 Big Conversations 135
Chapter 7 Even the Birds and the Bees Know Money Doesn't Grow on Trees: Talking to Your Kids about Finances 137
Chapter 8 Senior Support: Discussing Late-Life Finances with Your Parents 157
Chapter 9 Friends and Finances Do Mix 169
Conclusion: A Conversation with Your Advisors 175
Appendix: Values List 180
Flourish Today 185