Mike Kelly, CFP^®

Kelly Financial Planning

9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249

(513) 379-2527 CONNECT WITH Mike

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Provides financial planning and advice on an hourly, as needed or project basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Website

Schedule a Call

General

Mike Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kelly Financial Planning in Cincinnati, OH and the surrounding communities.

Financial Advisor Overview

Mike Kelly is Founder and Principal Advisor of Kelly Financial Planning, LLC, a Fee-Only financial planning firm in Cincinnati, Ohio. As a Personal Financial Coach, Mike helps individuals, families and groups from all walks of life "Strengthen the Core" in their financial lives, helping them achieve financial freedom and peace of mind. He does this by providing financial planning and advice on an hourly, as needed or project basis to people regardless of net worth or level of income. Kelly Financial Planning takes a life planning approach to address your financial picture. Mike works with individuals, families and business owners across all chapters of life – from those just beginning their careers to pre-retirees. You and he will begin by carving out your goals, everyday needs and future life vision. By understanding where you are now and where you’d like to be, together you’ll build solutions customized to you and your life. Mike does not sell securities or financial products. He also does not accept commissions from mutual fund companies, brokerage firms or any third party. Without any conflict of interest from third parties, his advice is objective, transparent and always in your best interest. Mike is dedicated to helping you achieve your financial goals. His firm offers a wide range of financial advisory services customized to meet your needs, from basic consultations and real-time planning to comprehensive financial plans and ongoing reviews of assets. Kelly Financial Planning also offers educational sessions, workshops and consultations to community groups and organizations. With a commitment to serve the public, Mike’s goal is to help people gain a deeper comprehension of personal finance in the context of everyday life.

Financial Advisor Experience

Mike received his B.S. in Business Administration from Mars Hill University, where he currently serves as Vice-Chair of the Board of Trustees, and his M.A. in Business Administration from Webster University. Mike is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous 6-hour certification examination and by providing proof of extensive practical experience. To maintain certification, he must satisfy ongoing ethics and education requirements. Mike is also a Certified Life and Executive Coach, credentialed by the Center for Coaching Certification. Becoming a Certified Professional Coach involves completing the Center for Coaching Certification’s training and education requirements. It also involves coaching practicums where you experience hands-on coaching: you coach, are coached, and observe coaching. To maintain certification, he must satisfy ongoing education requirements. Mike is a student of personal finance and has been for over 25 years. He had long-term goals of making an early transition from his corporate career, investing more time serving his community and opening his own financial planning firm. His goals were realized when he resigned from a Vice President's role with Macy's in 2016 to assume the volunteer role of District Governor for Rotary International in Southwest Ohio. In 2017, he founded Kelly Financial Planning. Mike has a genuine interest in being of service and helping others by sharing his knowledge and expertise with excellence and integrity. Throughout Mike’s time in corporate America and as a life and executive coach, he realized people needed competent and objective financial coaching and advice – and was brought to the industry as a result. He saw that many of his colleagues and coaching clients were unclear about basic financial concepts and principles, and they were stressed about having enough money for today and tomorrow. They were often uncomfortable managing cash flow and had no idea of how to maximize employee benefits. He created Kelly Financial Planning to help fill this void and to educate and help the masses achieve financial freedom and peace of mind.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Registered Life Planner, RLP^® Certified Professional Coach, CPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Minority Financing, Startup, Life Planning, Retirement, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances