Kelly Luethje, CFP®, MBA Willow Planning Group

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About Kelly Luethje, CFP®, MBA

Kelly’s financial planning career began when she took a hard look at her own finances. She asked herself why she wasn’t able to save outside of her 401(k) or make a bigger dent in her student loans.  She found that balancing a good salary with debt payments, high rent, and the cost of engaging in life experiences, wasn’t an easy process. Along the way she discovered how valuable financial planning is to young professionals, not just retirees. Young, busy and adventurous people need to feel good about their finances to create the life they want. Kelly launched Willow Planning Group in 2015 and now helps clients across the country plan for life’s adventures.

Born and raised in Nebraska, Kelly earned a B.A. from the University of Nebraska-Lincoln. Upon graduating, she moved to Boston, MA, and earned a Master of Business Administration from Simmons School of Management. Kelly later obtained a Certificate in Financial Planning from Boston University and most recently earned CFP® Certification.

About Willow Planning Group

We provide 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.

We primarily work with our clients virtually. Schedule a phone call or a video chat at a time convenient for you. If you are in the Boston area, we would love to meet you in person!

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Ideal Clients

  • Couples
  • Generation X
  • Medical Professionals
  • Women

Ways Advisor Charges

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

Fee Options

  • Flat Fee: $300+
  • Monthly Fee: $100+/mo + $500+ upfront
  • Quarterly Fee: $120/qtr
  • Hourly Fee: $100+
  • AUM: 0.90%
 

SEC Records

States Registered

  • Massachusetts

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