Kelly Luethje (CFP, MBA)

Kelly Luethje focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

Welcome! I’m Kelly – your personal tailor for your personal finances and the founder of Willow Planning Group. I’m a fiduciary, fee-only CERTIFIED FINANICAL 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.

You might be shocked (or not shocked) to know there was a time I was less than perfectly responsible with my money. To get the full scoop, check out my story on willowplanninggroup.com/about.

Additional Information

As I mentioned, I’m the founder of Willow Planning Group, a virtual financial planning firm. We provide comprehensive and objective financial planning to help our clients feel empowered about money and ensuring the choices they make about their money align with their life goals.

We work with amazing people who are:

  • Are open to change. You like the idea of working one-on-one with someone you can trust who has a vested interest in your financial success.
  • May have recently experienced a significant life change that’s making you wonder what it means for your financial future. You might be recently married (or divorced), about to have a baby, in a new job, starting a new business, just received an inheritance, among other likely possibilities.
  • Tried to do things on your own already and pieced things together. You’d just like a more complete picture of everything together and some straight answers to your burning money questions.
  • Know your credit score – at the very least – and may even know a little more about money than your average bear. You’d just like to be more masterful about what you do with it!
  • Make anywhere from $50,000 per year or $150,000 per year – or even more – (hint: it doesn’t matter so much how much you make – it’s what you do with it.)
  • Would like to plan for the future and long term goals – like having children, buying a home, retirement, the needs of aging parents – among other things on your mind.
  • Might have student loan shame or credit card debt you’d like help dealing with.

If your ready to up your money game, schedule a free consultation so we can see if we’re a fit.

Schedule a consultation with Kelly

NAPFA Start Date

January 07, 2016

Industry Start Date

November 01, 2012

This Office

PO Box 670 Holderness, NH 03245-0670 Phone: (617) 943-1433