My mission is to help new families bring structure, purpose, and clarity to their financial lives.
I’m a flat-fee, advice-only financial adviser.
What is a flat-fee financial adviser?
I only charge a flat, project-based fee for my services. My flat-fee for a 6-month engagement is $4,950. Other advisers might charge you an annual percentage of your assets or they might earn a commission based on products they sell to you. I do not earn commissions and I do not charge based on your investable assets. With a flat-fee I am not incentivized to only serve certain high-net-worth clients or encourage you to invest more with certain advisers. For that reason, I believe a flat, project-based fee allows me to truly deliver advice in your best interests.
What is an advice-only financial adviser?
Unlike other financial advisers, I do not manage your accounts on an ongoing basis. Instead, I provide you with the tools and education you need to confidently manage your accounts. During our 6 month engagement, I will give you advice on investments to buy or sell, assist you in implementing the advice, and educate you on how to manage your portfolio for the years ahead. With the advice-only model, you retain 100% control over your financial accounts. I believe this method results in more financially confident families.
Hi! I’m Kelly.
I’m a new mom and financial adviser who wants to help you become the wealthy parent you were always meant to be.
For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you.
The Wealthy Parent Birth Story
It was around 3 am that the idea for The Wealthy Parent was born.
In my efforts to stay awake for another marathon nursing session, I started my mental list of all the financial tasks I wanted to do for our newest family member. The next morning, as the organized type-A woman I am, I diligently wrote them on a thoughtful list and there they went to die.
Somewhere between researching gentle parenting and starting solids I just couldn’t prioritize assessing our life insurance strategy. As a former wealth management executive I knew the importance of an estate plan, investing for my baby’s future, and financial planning but as a new parent I had no time. I knew something had to change.
After a few hard-fought months of early motherhood, my husband took part two of his generous paternity leave and I got to work crafting an outline for a family financial plan. Armed with my knowledge from a decade in Wealth Management and expertise as a Chartered Financial Analyst I spent an enormous amount of time and energy to create a thoughtful outline of the resource I so wish I had as a new parent. Today I am so excited to share this plan and resource with you as The Wealthy Parent Plan.
I promise to provide unbiased advice and a calm environment to support your family’s wealth journey.
Transparent
I do not make commissions. I do not sell complex investment products. I do not charge a percentage of your wealth. I do not receive 12b-1 fees. I do not receive affiliate income. I do not require a minimum net worth. Unlike other advisers, my only advisory income is earned through the fees I directly charge. I am a fee-only, fiduciary which means I am required to act in your best interest. My flat fee is $4,950 for a 6-month engagement.
Intentional
I am a busy parent, just like you, and I know time is precious. I ensure every meeting is purposeful and well spent. I know an intentional approach helps remove the mental load in at least one area of your new life as a parent. I create a structured financial program for your family that prioritizes your time and energy.
Confident
I believe a financially confident parent will raise a financially confident child. Using my experience as a Chartered Financial Analyst, I provide simple financial education so you are empowered to manage your investments. As an advice-only adviser, I will help you implement an investment strategy at whichever bank is best for your family.
Inspirational
The transition to parenthood is a major life event and the costs associated with raising a child are not minimal. I encourage you to create financial goals that are based on possibilities and not restrictions. I help remind you of who you were before the baby and inspire you to design a new life that works for your family.