In this episode Melissa Joy, CFP® speaks with Kathy Longo, CFP®, CAP®, CDFA®, founder of Flourish Wealth Management on the topic of understanding emotions in financial decisions. Many of the decisions we make surrounding money come from a place of emotion, so it is important to acknowledge those emotions and know your money story.

You will learn:

  • Are you making money decisions from a place of fear?
  • What are the 4 stages of transitions?
  • How to focus on what you can control when it comes to money.
  • Layout a task in terms of Now, Soon, and Later.



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