Kelly is passionate about helping you and your family meet your life goals. She uses a “holistic” approach, developing an overall view of your family’s financial picture, encompassing your values, upcoming milestones, and goals. She then uses that overview to craft a personal plan so you can live your life according to your plan. Once you have set your goals and drawn up a “financial roadmap,” Kelly then checks in with you regularly to help you keep your plans on track.
Through twenty years in the field, Kelly has successfully guided her clients through some of the most difficult financial markets in decades, and supported them through difficult life events. Kelly’s clients benefit from her diligence and care, and enjoy their deep, longterm relationship.