Financial Guidance
To Align Your Finances with Your Life
Kelly Financial Planning takes a life planning approach to address your financial picture. I work with individuals, families and business owners across all chapters of life — from those just beginning their careers to pre-retirees. You and I will begin by carving out your goals, everyday needs and future life vision. By understanding where you are now and where you’d like to be, together we’ll build solutions customized to you and your life. Without any conflict of interest from third parties, my advice is objective, transparent and always in your best interest.
Adhering to a Personalized, State-of-the-Art Approach By:
Welcoming Individuals & Families Regardless of Salary or Net Worth
Providing Fee-Only Planning By the Hour or Per Project
Offering One-Time, As-Needed or Ongoing Services
Comprehensive Financial Planning
Together, we’ll follow a 7-step process, beginning with a summary of your existing financial situation. I follow this by clarifying and prioritizing your goals. I then identify gaps and recommend specific, customized solutions. Where applicable, your plan will address the following topics:
Personal Financial Planning
Retirement Planning Strategies
Debt and Cash Flow Management
College Funding Advice
Estate Planning Recommendations
Insurance Review
Tax Planning
