Kelly Luethje, CFP®, MBA Willow Planning Group
- 79 Route 113, Holderness, NH 03245
- (617) 943-1433
- http://www.WillowPlanningGroup.com
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 financial planner and the founder of Willow Planning Group. I’m a fiduciary, fee-only CERTIFIED FINANICAL PLANNER™ professional. I’m independent, unaffiliated from any broker or dealer, and I don’t take commission on any referrals or on products I recommend.
I work with tech savvy-ish 30- and 40-somethings who live busy lives. 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.
Read Kelly’s blog here: https://www.willowplanninggroup.com/blog/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Advice-Only
- Gen X
- Technology Professionals
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
Fee Options
- Monthly Fee: $135+/mo
- Flat Fee: $600+/engagement
- Hourly Fee: $200+/hr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
