About Me
Hi! I’m Kelly. I’m a new mom and financial adviser who wants to help you become the wealthy parent you were always meant to be. Here's what you need to know:
*I have over 10 years of experience in wealth management.
*I am a CERTIFIED FINANCIAL PLANNER® with a passion for personal finance.
*I am a Chartered Financial Analyst who can quickly simplify complex investment jargon.
For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone and taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you.
I created The Wealthy Parent to be the type of resource I wish I had when my son was born. Even though I was in the investment industry for over a decade I still spent hours and hours researching the best way to set up our family’s financial and estate plans. The Wealthy Parent Planning Process is a series of intentional meetings designed to educate and provide structure, purpose, and clarity to your financial life. Here’s what you can expect:
*6 purposeful meetings over 6 months
*A simple 1-page financial plan
*Secure, digital access to your organized financial life via my app
*Transparent, fee-only pricing
*100% control over your financial accounts
*A family financial program that is customized to your values and goals
Visit my website to book a complimentary introduction today!