Megan Kiesel, CFP®, CSLP Livelihood, LLC
- 1315 Walnut Street Suite 320, Philadelphia, PA 19107
- (267) 362-9326
- http://www.livelihoodplanning.com/
About Megan Kiesel, CFP®, CSLP
Hi, I’m Megan. I’ve had the joy of spending most of my career helping people master their finances in one way or another. I truly enjoy demystifying the concepts of investing and personal finance for people and helping them make confident decisions. I’m a helper and educator by nature. In fact, part of my career was spent working at some excellent Philadelphia-based nonprofits that help people from all kinds of backgrounds overcome financial challenges.
Of course there is a lot more to it than dollars and cents. I believe that the seemingly mundane decisions we make about the money that passes through our lives each day can have a profound impact on our lives and our world. I have a background in social work that I draw on to help people become more mindful about those decisions and make plans that live up to their values, goals, and ideals.
I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Student Loan Professional. I also hold a Masters in Social Work from Temple University. I live in South Philadelphia with my quirky husband, clever daughter, and cheerful son. On my favorite days you can find me wandering around Passyunk Avenue, slinging kettlebells, or heading down the shore.
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 Y/Millennials
- Holistic Financial Planning
- Young Families
Ways Advisor Charges
- Flat Fee
- Hourly
Fee Options
- Flat Fee: $150+/engagement
- Hourly Fee: $150+/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.
