The Wealthy Parent
The advice-only financial planning firm for millennial parents
AS SEEN IN
My mission is to help millennial families bring structure, purpose, and clarity to their financial lives.
Our approach
I’m a new mom and a financial planner who believes family wealth is about more than just numbers.
My services are flat-fee and advice-only to ensure transparency and build confidence.
Through structured, intentional meetings I deliver clear and simple financial advice and education.
Hi! I’m Kelly L. Palmer, CFA, CFP®
I’m a flat-fee, advice-only financial planner based in Chicago who delivers financial plans virtually across the United States. I love helping millennial parents with equity compensation parents bring structure, purpose, and clarity to their financial lives.
Parenthood is overwhelming.
From wake windows to baby-led weaning there is no shortage of things to research and do. It’s been on your list to open your toddler’s 529 college savings account, figure out what a child care FSA is, determine the right amount of life insurance, and check if you have the right estate plan setup, but add on the mental load of the rest of parenthood and it just isn’t happening. I am here to help.
Our services
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Family Financial Planning
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Comprehensive Investment Advice
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Digital Wealth Dashboard
Ongoing Financial Planning is designed for millennial parents with equity compensation and is $750 per month ($9,000 per year).
The Wealthy Parent Plan is designed for millennial parents and is $4,950 for a one-time, 6-month virtual engagement.
I’m an advice-only, flat-fee adviser. I do not earn commissions and I do not charge on a percentage of your assets. You also retain 100% control over your financial accounts. Sound interesting? Let’s chat.