Our Services

Comprehensive Financial Planning

Kelly Financial Planning works solely for clients. I provide Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage me on either a one-time, as needed or ongoing basis. You pay by the hour or the project for the advice that you receive. More >

Our Process

7 STEPS TO FINANCIAL SUCCESS
The 7 Steps to Financial Success is a win-win approach to financial planning for clients and advisors. It spells out step by step, a simple-to-understand-and-implement approach to building a brighter financial future. More >

Education & Awareness

Kelly Financial Planning provides financial education and awareness to community groups and organizations. The goal is to simplify personal finance by providing education, information and sharing financial principles with every day people. More >

Mission

Mission

I partner with clients to help them “strengthen the core” in the financial area of life. I do this by providing hourly, Fee-Only financial planning and advice with excellence and integrity to people regardless of net worth or level of income.

Why Us

Kelly Financial Planning is an independent, Fee-Only financial planning and advisory firm located in Cincinnati, Ohio. As owner, I do not sell securities or financial products, and I do not receive commissions from mutual fund companies, brokerage firms or any other third-party. My advice is customized specifically for you and delivered to serve only your best interest. You pay by the hour or the project for the advice that you receive. I focus intensely on providing superior service and meeting the needs of my clients.

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