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"There's a gigantic difference between

earning a great deal of money

and being rich."  

- Marlene Dietrich

HI THERE!

I'm Kelley and it’s my life’s calling to demystify money by making it accessible to “everyday” people so they can find their own version of financial bliss. I do this through teaching courses, speaking engagements and workshop facilitation, freelance writing, consulting, and financial coaching. As a CPA financial planner, I’m an expert on personal finance strategies, with a particular focus on enabling behavioral change through addressing the psychological aspects of money.

 

Before I left my full-time job as a financial coach with an independent workplace financial wellness provider, I coached over 2,500 people on all aspects of money including retirement savings, cash management and debt reduction, employee benefits, investing and generally working toward achieving their personal financial goals. I continue this work today through my independent coaching practice, where I am free to pursue a variety of collaborations and opportunities to spread the message of financial bliss.

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How Can I Help?

If you're looking for individual financial coaching, please start on my Services page and explore the various ways I work with individuals and couples.

For other inquiries and questions, please send me a note through my contact form below and I'll get back to you shortly.