About Kelly Financial Planning
Kelly Financial Planning offers a comprehensive life planning approach to financial management. The firm, led by a certified financial planner, works with individuals, families, and business owners at various life stages, from early careers to pre-retirement. Clients collaborate to identify their goals, daily needs, and future visions, allowing for the creation of tailored financial solutions. The advice provided is objective and transparent, free from third-party conflicts of interest. Clients appreciate the knowledgeable, professional, and supportive nature of the service, noting the planner's caring demeanor and simplicity in communication. Many express relief in understanding their financial standing and finding direction for future steps. Regular check-ins help clients stay on track during life changes. The firm is part of the Garrett Planning Network and offers hourly, as-needed advice to individuals regardless of income or net worth. Overall, clients find the experience enriching both financially and personally, looking forward to continued collaboration to achieve their financial and life goals.
My partner and I experienced Mike as knowledgeable, professional, supportive and accessible.Mike has a deeply caring professional manner who keeps things simple. We find Mike trustworthy and easy to work with. We have been enriched by Mike, financially and personally.
Meeting with Mike provided us with affirmation on the things we were doing well and gave us direction in the areas we needed to develop. It was a relief to know where we stood financially and to have confidence in what steps to take next! When our lives have shifted, it’s been great to have Mike to check in with to ensure the decisions we make keep us on track.
My wife Heidi and I have been working with Mike for a while now and has been incredibly helpful and valuable from multiple angles!… We look forward to continue working with you Mike to accomplish our financial planning and life goals…. Thanks again,