Overview
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 time—finances, family, health, leisure, learning, inner growth, home, community, and work—so you can understand your own money story to develop a strong financial plan and future. You’ll learn about different financial planning tools and practices—most importantly, how to communicate about money matters with those you care about—to 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.
While major retailers like Amazon may carry Flourish Financially (Values, Transitions, & Big Conversations), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Flourish Financially (Values, Transitions, & Big Conversations).