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+1 855-977-0187
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Boston, MA
South Boston
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110 ftDorchester St @ E Broadway
140 ftW Broadway @ Dorchester St
160 ftDorchester St @ Broadway
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Specialties
Fee-only Financial Planning for Young Professionals, Couples and Growing Families, and Small Business Owners.
Meet the Business Owner
Kelly L.
Business Owner
I’m a fee-only financial planner providing affordable programs to individuals and families looking for a trusted partner to help navigate daily financial concerns. I find joy in helping you discover the ways you can use your available resources to achieve your financial goals. Whether it is help with contributing to your first 401(k), creating a spending plan, preparing for a family, or finding your passion, my goal is to see you succeed. Together we can create a plan that is personalized, realistic, flexible, and most importantly, empowers you to make decisions.
