About

Mike Kelly

I received my B.S. in Business Administration from Mars Hill University, where I currently serve as a board member, and my M.A. in Business Administration from Webster University. Additionally, I serve as a board member for the Cincinnati May Festival, one of the oldest and most prestigious chorale festivals in the Western Hemisphere. I have been a Rotarian since 1998. I was honored to serve as the Rotary International District Governor in Southwest Ohio during the 2016 – 2017 Rotary year. The District consists of 52 Rotary Clubs in Southwest Ohio with 3,000 members.

 

During my corporate career, I worked as a senior executive for Macy’s, Inc. for 10 years.  Prior to joining Macy’s, I spent 16 years working for Michelin, Inc. where I served in operations, human resources, project management and sales related roles.  I also managed the employee benefits department and a credit union, at one of Michelin’s manufacturing facilities.

 

I am a Certified Life and Executive Coach, credentialed by the Center for Coaching Certification, and owner of Kelly Financial Planning. As a personal financial coach, I am passionate about helping individuals and families “strengthen the core” in the financial area of life. I do this by providing Fee-Only financial planning and advice to every day people without regard for net worth or level of income. I am committed to providing affordable, competent and objective advice with excellence and integrity. I do not sell products or receive sales commissions from any third-party.

 

I came to the industry after realizing, during my time in corporate America and as a life and executive coach, that people needed competent and objective financial coaching and advice. I realized that many of my colleagues and coaching clients were unclear about basic financial concepts and principles, and they were stressed about having enough money for today and tomorrow. They were often uncomfortable managing cash flow and had no idea of how to maximize employee benefits. I created Kelly Financial Planning to help fill this void and to educate and help the masses achieve financial freedom and peace of mind.

 

Affiliation

Mike Kelly is a member of the Garrett Planning Network, a nationwide network of independent, Fee-Only financial planners making competent, objective financial advice accessible to all people.  As committed consumer advocates and Fee-Only client fiduciaries, Garrett Planning Network members take seriously their commitment to serving the public’s best interests by making competent, commission-free financial planning and advice accessible to all people.

 

Many financial advisors accept clients only if they meet certain income and net worth requirements. However, the Garrett members believe that professional, objective financial advice is something all Americans can use to help achieve their financial goals.  It is this belief that makes Kelly Financial Planning and the Garrett Planning Network proud to offer the same quality, professional advice to all clients, not just the affluent.

 

As a member of the Garrett Planning Network, I am able to utilize the collective wisdom of over 300 financial planning and allied professionals across the country.  Advice may be provided on an hourly, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them.  Garrett members do not accept sales commissions or third-party compensation.

 

Disclosures

All Written content on this site is for information purposes only. Opinions expressed herein are solely those of Kelly Financial Planning, LLC of Cincinnati, Ohio. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites that may endorse a security or strategy should not be construed as a recommendation of that security.

 

Fee-only financial planning and investment advisory services are offered through Kelly Financial Planning, LLC, a Registered Investment Advisor registered in the State of Ohio. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any other state other than Ohio, or where otherwise legally permitted.

 

Kelly Financial Planning, LLC is the sole owner of the information collected on this website. We will not sell, share or rent this information to others. We use IP addresses to analyze trends, administer our web site, track user’s movement, and gather broad demographic information for aggregate use. IP addresses are not linked to personally identifiable information.

 

This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site to read the privacy statements of each and every web site that collects personally identifiable information. Our privacy statement applies solely to information collected by this web site. Material linked to on external sites is believed to be from reliable sources but we make no representations as to its accuracy or completeness.

 

Copyright Notice

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.

 

Certain text as well as the Garrett Planning Network logos: © 2007-2015 The Garrett Planning Network, Inc. Sheryl Garrett, Principal.
Contact KFP in our Cincinnati, Ohio Office at (513) 379-2527 with questions.