Kelly Luethje, CFP®, MBA Willow Planning Group

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About Kelly Luethje, CFP®, MBA

I can’t wait to connect with you and I’m so glad you’ve found me. I’m Kelly – your personal tailor for your personal finances and the founder of Willow Planning Group. I’m a fiduciary, fee-only CERTIFIED FINANICAL PLANNER™ profressional. I’m independent, unaffiliated from any broker or dealer, and I don’t take commission on any referrals or on products I recommend.

I’m here to help you feel empowered about your money – especially if looking at all the numbers causes you stress. I like getting down to what you REALLY want to do in your life and then helping you make it happen.

About Willow Planning Group

We are a virtual financial planning practice providing financial education and guidance to those who live life on their terms. We help you set financial goals and make smart decisions with your money so that you can experience life’s adventures. We will be with you as you build your career, grow your family, and travel the world. We understand that everyone’s financial situation is different, and we are committed to being your partner from the early stages and helping you create the life you want. For more information about working together, visit us at www.willowplanningroup.com.

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Ideal Clients

  • Couples
  • Gen X
  • Medical Professionals
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee:$1000 engagement fee; $125 – 300 monthly fee
  • Hourly Fee: $200/hr

 

SEC Records

States Registered

  • Massachusetts

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