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513.518.5286 or contact me
Let's face it: money affects pretty much everything in life. We all need it, spend it and worry about it. And we all have our own unique set of behaviors and beliefs formed early in life that drive how we relate to money today.
I believe that we must first understand these attitudes and how they translate into our financial habits before we can really make peace with our money and find true fulfillment in our lives.
Utilizing a framework of eight financial archetypes, my financial coaching practice has a unique approach that first helps my clients discover their personal archetype before starting a financial plan. Only then do I put together a strategy using practical steps customized to each clients' archetype, increasing the chances that they will be able to adjust their financial patterns and form a healthier relationship with money.
I formed my financial coaching practice out of my philosophy that you shouldn't have to have a million bucks in order to get expert financial advice. Most financial planners either have high minimum fees or have to sell expensive products in order to make a living. As an independent business owner, I don't sell products and instead work with clients on an affordable flat-fee basis.
Read more about how on my Services page or contact me to find out more!
I'm also available to speak at your next association or group meeting. Please see the bottom of my Services page for a listing of topics on which I am available to speak.
Financial Coach. Wisdom Seeker. People Lover. By the time Kelley was 15 years old she was well on the road to being financially independent. Th...read more
