Willow Financial

Financial Planning Tailored to Fit You

Our ongoing comprehensive service is so personalized, it’s like having a suit tailored to your exact measurements. We customize your plan to align with your financial goals and values. When it feels a little off, we can adjust it. When things change, we can create a new one.

Reach your goals and create the life that feels good to you.
Find out how financial planning can help.

Are we the right fit for you?

Try our step-by-step Money Matters workbook to get started on your own personal financial plan. Set goals, get organized and check-in with yourself. When you are ready to take the next step, schedule a call with us.

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Welcome! 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.

Read My Story

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