Kelly Financial Planning, LLC
Kelly Financial Planning takes a life planning approach to address your financial picture. Mike works with individuals, families and business owners across all chapters of life – from those just beginning their careers to pre-retirees. He provides financial planning and advice on an hourly, as needed or project basis to people regardless of net worth or level of income. You and he will begin by carving out your goals, everyday needs and future life vision. By understanding where you are now and where you’d like to be, together you’ll build solutions customized to you and your life. Mike does not sell securities or financial products. He also does not accept commissions from mutual fund companies, brokerage firms or any third party. Without any conflict of interest from third parties, his advice is objective, transparent and always in your best interest.
The firm is a proud member of the Garrett Planning Network, Inc., an organization of professional, fee-only financial advisors. Founded by nationally recognized CERTIFIED FINANCIAL PLANNER™ professional Sheryl Garrett, network members are dedicated to providing independent, objective financial planning services and competent, professional advice to people from all walks of life on a fee-only, as-needed basis.
Kelly Financial Planning also offers educational sessions, workshops and consultations to community groups and organizations. With a commitment to serve the public, Mike’s goal is to help people gain a deeper comprehension of personal finance in the context of everyday life.
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