Straightforward Fees. Advice That Fits Your Needs.
Kelly Financial Planning is an hourly, fee-only financial planning firm. The rate is $425 per hour, and you pay for the advice you need, without a required ongoing fee.
You don't have to know which type of planning is right for you. We'll talk through what you're trying to accomplish and recommend the appropriate level of service. Before we begin, we'll agree on the scope of the work and provide an estimate of the time and cost.
Focused Planning
Have a few important financial questions or decisions to make? Focused Planning may be all you need.
We can help with retirement, investments, Social Security, cash flow, workplace benefits or a major financial decision.
A focused financial plan with clear recommendations and practical next steps designed around specific goals and priorities.
Comprehensive Planning
This is where most clients begin.
We'll look at your financial life as a whole and develop a plan around what matters most to you. Your plan may address retirement, investments, taxes, Social Security, insurance, estate planning, cash flow, charitable giving and other important financial decisions.
A comprehensive financial plan with recommendations and a clear roadmap for moving forward.
Advanced Planning
For financial lives with more moving parts.
This may be appropriate for business owners, executives, individuals approaching retirement or those with more complex tax, investment, estate or retirement planning needs.
We'll agree on the scope and estimated cost before we begin.
A customized financial plan with in-depth analysis and strategic recommendations designed to address more complex financial needs and goals.
Life Planning
Sometimes the best financial planning doesn't begin with the money. It begins with your life. As a Registered Life Planner® (RLP®), Mike offers a three-session Life Planning experience designed to help you uncover what matters most and connect your money to the life you want to create.
Life Planning can stand alone or be completed before your financial plan. Life Planning helps clarify the destination. Financial Planning helps build the roadmap.
Session 2: Envision – What would you really like your life to look like?
Session 3: Move Forward – What's standing in the way and what possibilities could you pursue?
Greater clarity about what matters most, the life you want to create and the possibilities for moving forward.
Advice When You Need It
Financial planning doesn't end when your plan is complete.
Existing clients can return whenever a financial question or decision comes up. Whether you're considering a major purchase, evaluating an investment, preparing for retirement or navigating an unexpected change, we're here when you need us.
Additional planning and coaching are available at $425 per hour, with no required ongoing fee.
Start With a Conversation →