Flourish Wealth Management

07/22/2026

Have a few minutes? Our free financial assessment is designed to provide quick, personalized feedback about your financial journey. Results are delivered immediately to your inbox.

🌱 Take the free assessment here: https://flourishwealthmanagement.com/flourish-financially/ /?UTM=assessment-social

07/21/2026

Estate planning doesn’t have to be complicated. Whether it’s drafting a will or setting up a trust, our guide can help you get started. Download "The Fundamentals of Estate Planning" today!

📥 Download here https://flourishwealthmanagement.com/fundamentals-estate-planning/?UTM=whitepaper-social

07/20/2026

Life transitions like retirement, inheritance, or career changes often bring new priorities. A discovery call is a chance to talk through options and consider ways your finances can thrive in every season of life.

🌿 Schedule your discovery call today at https://flourishwealthmanagement.com/schedule/?UTM=discoverycall-social

07/18/2026

Financial planning is rarely about achieving perfect agreement. It's about building understanding, creating shared goals, and moving forward together.

🌱 Explore our latest article on navigating money and marriage here: https://monkeylink.co/afdfc0

Explore the connection between money and marriage and learn how compassionate communication and thoughtful planning can support stronger financial partnerships.

07/17/2026

Life changes—so can goals. Periodically reflect on your top financial priorities and align your actions accordingly.

07/17/2026

Retirement is often seen as the long-awaited reward after decades of hard work. But the emotional and psychological transition from full-time work to retirement can be more challenging than many anticipate, bringing unexpected questions around identity, purpose, and fulfillment.

In this episode of the Flourish Financially podcast, Kathy Longo explores four common psychological challenges retirees face and shares strategies for emotionally preparing for this phase of life.

🎧 To listen, click the Flourish Financially Podcast link in our bio.

07/16/2026

🤔 What’s the most important part of your estate plan? Vote in the comments, then download our guide to learn about the fundamentals of estate planning.

📥 Download here https://flourishwealthmanagement.com/fundamentals-estate-planning/?UTM=whitepaper-social

07/15/2026

Grow Your Career. Flourish With Us! 🌿
Are you a financial planning professional looking to build a long-term career in comprehensive wealth management? Flourish Wealth Management, a proud woman-owned firm based in Edina, MN, is seeking an Associate Financial Planner to join their team.

This growth-oriented role is designed for someone who wants to develop expertise across retirement, tax, estate, and investment planning while working alongside experienced Wealth Managers in a collaborative, client-centered environment.
If you hold your CFP® (or are working toward it) and are ready to take the next step in your career, we'd love to connect! Explore the role and apply here: https://flourishwealthmanagement.com/careers/associate-financial-planner

About Flourish Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer ...

07/14/2026

📚 Did you know? Without a will, your estate may go through court, where a judge decides how your assets are distributed. Learn more about essential estate planning documents in our guide.

📥 Download your guide here https://flourishwealthmanagement.com/fundamentals-estate-planning/?UTM=whitepaper-social

07/13/2026

Your portfolio can be rooted in your values. Our newsletter highlights ESG investing, women’s wealth strategies, and purpose-driven approaches designed to reflect what matters to you.

📩 Sign up at https://flourishwealthmanagement.com/subscribe/?UTM=newsletter-social to explore ways to invest with purpose.