At Kelly Financial Planning, we believe that money should serve your life, not the other way around. That’s why Mike Kelly, founder and principal advisor, is a Registered Life Planner® trained in George Kinder’s renowned life planning methodology. This human-centered approach helps you identify what truly matters most in your life, then aligns your financial resources to support those priorities.
Our philosophy is rooted in the belief that financial planning is not just about numbers, it’s about aligning your money with what truly matters. That’s why Mike incorporates George Kinder’s life priority process alongside a focus on the 7 F’s: Faith, Family, Fitness, Finances, Fun, Firm (career/business), and Friends. Through deep, values-based conversations, clients are guided to define what success looks like, both personally and professionally. This process helps individuals break free from societal expectations and fear-based decision-making, replacing uncertainty with clarity and confidence. Together, we establish SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound) to overcome obstacles and move toward a life built around what matters most. Through a blend of coaching, financial expertise, and life planning, we empower clients to create fulfilling, purpose-driven lives that reflect their values.
When paired with Comprehensive Financial Planning, it transforms numbers into a narrative and personalized financial strategy that funds not just retirement, but a life of purpose. Ultimately, Life Planning is about putting your life first and using your finances as a tool to make it happen. At Kelly Financial Planning, we don't just ask, “How much do you need?”, we ask, “What do you want your life to look like?” Then we help you plan for it, intentionally and with heart.