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.
I am 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 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.
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Contact KFP in our Cincinnati, Ohio Office at (513) 379-2527 with questions.