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513.518.5286 or contact me
Financial coaching is about so much more than simply budgets, savings accounts and investment plans. It is also about getting to know who you are and what drives your financial decisions. I work with a maximum of 100 clients at a time to allow me to offer top-notch service that is personalized and responsive.
I work with singles, couples, families and groups on an annual flat-fee basis. Depending on your unique situation, we will agree on a fee to be paid on a quarterly basis. My minimum fee is $250 per quarter.
After determining your financial archetype(s), we'll get into the practical steps more common to financial planning. My services cover all things money-related including establishing a spending plan, guidance and monitoring of 401k investments, setting up an investment allocation, reducing debt, estate planning (wills, trusts, power of attorney), education planning, and tax planning.
At a minimum, all clients can expect the following when working with me:
- Minimum of 2 face-to-face meetings per year
- Quarterly measurement of progress
- Organized records
- Education and support materials
- Unlimited access via phone, email and text throughout our relationship
- Response to messages within 1 business day
- Lots of hand-holding
Contact me today at 513.518.5286 or email me to schedule your initial consultation!
"I like the idea of being able to check in to ask "at my leisure" if that makes sense - and YES I have and am definitely finding it helpful. 1- I've learned some stuff 2- it's keeping me diligent and paying more attention to it and 3- it's comforting to know you have my back." - Jill M., attorney and client
"If you want a Financial Coach who is smart enough to provide great advice, but ALSO caring enough to create a truly-valued relationship, focused on your needs, then you want to engage Kelley!! She goes above and beyond for her clients and has sincere passion for excellent service, integrity and our community... you will get a great value in her financial services!" - Erin S., leadership coach and client
"I will forever be grateful for your genuine concern and ... delicate? ... tender? ... approach." - Ellen B., former trust client
"No one before, since or in the future will be able to fill your shoes." - Robyn T., former trust client
"Kelley is a star." - Lloyd M., manager of $200 million investment portfolio and former client
Contact me for rates and availability
I'm available to speak on a variety of topics, but please see below for a sampling of the most popular. Whatever the topic, my talks are customized to the needs of your group. Most presentations run between 20 and 45 minutes and can include ample time for Q&A.
What's Your Financial Type? - A look at the eight financial archetypes I use in my practice. You'll learn how your unique money type affects how you relate to money along with practical tips to finding financial peace.
5 Essential Steps to Financial Security - Five things that everyone should do to ensure long-term financial happiness. Always includes major Q&A!
Money & Happiness - How I learned that my happiness was being limited by my money attitudes and how you can find happiness as well with a new outlook on money, time and life.
Women's Money Makeover - If you're looking for someone to suggest you reduce your shoe-buying budget or cut back on salon services, you won't find that person here. Reasonable and realistic ways for women to keep their money in control and understand what they have without the industry jargon that guys love so much.
Hitting the Reset Button - A story of going back to the beginning and starting over with a new lease on life and its meaning. The lesson learned is that it is never too late to be what you might have been. This talk will motivate anyone to re-think their assumptions about what they "have" to do with their life.
Marriage & Money - Guidance for engaged couples and newlyweds to marry their money styles as well as their lives. Covers the basics of budgeting, debt reduction and combining money as well as more complex issues like estate planning and discussing money.
Wills, Trusts, Living Wills... do you have them? - Most people don't because they either don't want to take the time, don't want to spend the money or don't understand why they need them. Everyone needs a Living Will and Last Will; many people also need a Living Trust. Find out why, and how to get it done with less hassle and expense. (Note: This presentation does not constitute legal advice)
