I’m Kelly – your personal tailor for your personal finances. I’m a fiduciary, fee-only CERTIFIED FINANCIAL PLANNER™. I’m independent, unaffiliated from any broker or dealer, and I don’t take commission on any referrals or on products I recommend.
I’m here to help you feel empowered about your money – especially if looking at all the numbers causes you stress. I like getting down to what you REALLY want to do in your life and then helping you make it happen.