Kelly Financial Planning

Kelly Financial Planning is a financial planner in Cincinnati, Ohio. This independent, fee-only advisory firm provides financial guidance to individuals, families, and business owners. The firm offers specialized services including retirement planning strategies, debt and cash flow management, college funding advice, estate planning recommendations, insurance reviews, and tax planning. With a 5.00 rating, the firm serves clients through hourly services, per-project engagements, and ongoing support.

Founded in 2017 by Mike Kelly, CFP®, the firm utilizes a life planning approach to align financial pictures with personal life goals. As a fiduciary advisor, the founder provides objective, transparent advice without selling securities or receiving third-party commissions. The firm's process involves a seven-step method that begins with summarizing a client's existing financial situation, prioritizing goals, and identifying gaps to recommend customized solutions. There are no minimum net worth or income requirements, making professional guidance accessible to people from all walks of life.

The office is located on Waterstone Boulevard in Cincinnati, near the Symmes Post Office and a short distance from Lake Jomes and the Cincinnati Children’s Hospital Outpatient clinic. The area is also situated near Simpson Creek and the intersection of Fields Ertel Road and West United States Highway 22 and 3.

The business maintains thorough, well-documented information online, and its digital presence is easily navigated by search engines.

Kelly Financial Planning provides dedicated, fee-only financial guidance to help individuals and families in Cincinnati achieve lasting financial security.

Services:

• Comprehensive Financial Planning
• Educational Sessions
• Life Planning