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Lets find your financial bliss?

Financial coaching services

What is financial coaching?

Honestly, it depends on who you ask! But the way I look at it, financial coaching is offering my clients education around the fundamentals of personal finance coupled with guidance on key decisions they need to make in order to optimize the money flowing through their lives. This, plus accountability and support for any habit changes you may wish to make to support the improvement of your financial picture, is how I approach financial coaching.

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Single coaching session

$275

Paid upon booking

One 60 - 75 minute session

Get your most pressing questions answered

Recorded for your reference

Unlimited emails for up to 2 weeks after session for your follow-up questions

Perfect if you just want to get a second opinion, a jump start on action items or want to check your plan with a pro

Unlimited, subscription-based coaching

$325/month

6 month minimum commitment

Unlimited coaching sessions, on demand

For big changes and accountability

When you're ready to overhaul your finances & want a coach on retainer

Create lasting changes to your spending habits, pay off debt, start saving more money, tackle what's next

Perfect when you're looking to change your relationship with money, for couples looking to combine finances, or when you want ongoing support as you move through financial changes. 

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Ever had thoughts like these?

"I need unbiased financial guidance - does that even exist?!"

"So many of the typical financial goals don't apply to me and I can't find a financial planner who GETS that -- I need help with my current financial life - not just saving for 20 years from now!"

"I just want answers to my financial questions in plain English so I can put things in motion and move on with my life..."

If so:

a) you're not alone

b) you're in the right place

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I help my clients find clarity, confidence and relief from their money anxiety with step-by-step action plans and unbiased, empathetic support.

Finding honest, understandable, unbiased financial guidance can feel impossible, especially if you don’t have a big pot of money to invest. It can be hard to trust that the person you’re working with truly has your best interest at heart … and isn’t just selling you on something that benefits them and their company.

Or maybe they’re really good at what they do, but they constantly use terms you don’t understand and when you ask for clarification, you still don’t get it.

Or maybe their perfectly-good-advice just isn’t the right fit for someone like you - someone other than their usual heterosexual married-with-2.5-kids-and-a-big-house-in-the-burbs clients.
 

The good news is, it’s totally possible to get customized, unbiased, easy-to-understand-and-implement financial planning answers from an expert. 


And that expert is me. 😉

 

For over 20 years, I have been working in the

financial field as a CERTIFIED FINANCIAL

PLANNER™ professional, a certified public

accountant, and a personal financial specialist.

These days, I bring that skillset to my clients to

offer 1-on-1, totally unbiased financial coaching.

As a fee-only professional, the ONLY money I

make is the fee you pay me for our time together.

I don’t sell any products and I don't invest money for

clients, so there are zero conflicts of interest EVER

in my work.

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Examples of things we might work on during our time together:

  • Understanding how to best prioritize what to do with money you don’t need for bills - should you add it to savings, pay down debt, invest it?

    • And if so, what type of account is best to use for the investment? And most importantly: WHY is that the best way for YOU?

  • Figuring out if you can afford to cut back on your work hours + how that would affect your retirement

  • Deciding what would be the wisest way to deal with a windfall

  • Getting to the root of spending issues + creating habits that support your best intentions

  • Understanding and optimizing your company retirement and other benefits

  • Allocating new / extra income in the best way

  • Figuring out how to set yourself up for the most flexibility with life choices

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Hi! I'm Kelley and I believe the true meaning of financial freedom is making life choices for every reason EXCEPT money.

 

I created this coaching offering to plug the gap between financial coaches who can only help people with budgeting and the great financial planners who only really work with people whose investments they can manage.

There are so many people who are somewhere in between and need financial advice that isn’t motivated by the planner’s employer or commissions!
 

I actively work to create a safe, shame-free space by avoiding moralistic judgements in any of my words. Plus, I’ve helped over 2,500 people from all walks of life with money challenges, so I’ve kind of seen it all. I know what it’s like to feel frustrated, skeptical, confused and annoyed by money.

If you want:

  • a clear sense of confidence in your financial choices

  • to feel unbothered by fear-mongering financial news (because you'll understand what does and doesn't apply to you)

  • a clear plan to follow that will make sure you are optimizing your money...

We'd be a great fit.

"Working with Kelley empowered me to take the right steps with my personal finances - my time with her has been transformative for my bank account, but more importantly the well-being of my whole self. I had no idea what my problem with money really was or how to change my relationship with it. And then came Kelley.  :)”

Tina K., Chicago

Still not sure? Feel free to check me out in the other corners of the internet:

Wondering if I know my stuff as a CERTIFIED FINANCIAL PLANNER™ professional? Check out some of my articles on the Journal of Accountancy:

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