Kelly Reddy-Heffner, CFP®, CSLP Financialogiq

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About Kelly Reddy-Heffner, CFP®, CSLP

Kelly’s goal is to help people build confidence with their money decisions and their ability to achieve important financial milestones. She primarily works with healthcare professionals but not exclusively. Kelly believes all financial planning clients deserve the professional advice of a fiduciary financial expert who will provide them with a high level of care and consideration regardless of income or assets available to invest.

She is a partner and advocate for her client’s financial success and that measure is the most important benchmark of her professional success.

Kelly completed her Certificate in Financial Planning from Boston University and is Certified by the CSLA Board of Standards in Student Loan Debt Management. She has her Series 65 and is a graduate of the Duquesne University Graduate School of Business with a Master of Business Administration

Besides running her financial planning firm, Financialogiq, Kelly enjoys time with her family, riding her bike, running, keeping up with her pup ‘Fred Rogers’, and planning travel. She loves great food but does not enjoy cooking. She does enjoy volunteering her time through the Chambersburg Rotary.

Kelly believes that there are no quick fixes to financial confidence, no guarantees on investment returns, but there is value in seeking trusted advice to get where you want to go.

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Ideal Clients

  • Medical Professionals
  • Women Professionals

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $99+/mo
  • Flat Fee: $1200+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.15%

SEC Records

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