Willow Planning Group, LLC
Kelly’s financial planning career began when she took a hard look at her own finances. She asked herself why she wasn’t able to save outside of her 401(k) or make a bigger dent in her student loans. She found that balancing a good salary with debt payments, high rent, and the cost of engaging in life experiences, wasn’t an easy process. Along the way she discovered how valuable financial planning is to young professionals, not just retirees. Young, busy and adventurous people need to feel good about their finances to create the life they want. Kelly launched Willow Planning Group in 2015 and now helps clients across the country plan for life’s adventures.
Born and raised in Nebraska, Kelly earned a B.A. from the University of Nebraska-Lincoln. Upon graduating, she moved to Boston, MA, and earned a Master of Business Administration from Simmons School of Management. Kelly later obtained a Certificate in Financial Planning from Boston University and most recently earned CFP® Certification.
Kelly Luethje's fiduciary obligation is governed by:
We provide 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.
Our process involves getting to know you, your values and what you what to accomplish. We begin with a full analysis of your current financial situation, followed by a discussion on your financial and lifestyle goals. Over the next few months, we will develop your personal financial plan. We will provide continuous analysis based on your financial goals. We may implement and monitor decisions during that time too. Be prepared to learn a ton! Our goal is for you to make smart financial decisions to live life on your terms.
Following the development of your plan, if you seek ongoing support and guidance, we have a monthly retainer service. We often work with entrepreneurs, mid-career professionals, and young families who seek advice in multiple areas over a longer period of time.
This is your adventure! Let’s put you on a path to reach your goals.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Cash Flow & Student Loan / Credit Card Reduction
- Retirement & Long-term Investments
- Buying a Home & Short-term Goals
- Starting a Business
- College Planning
- Single Women and Men
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- Virtual Meetings
- In-Office Meetings
- No-Cost Initial Consultation
- One Time & Comprehensive Planning Programs
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Kelly Luethje is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kelly Luethje is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Kelly Luethje is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Kelly Luethje
Conference Space: 207 South Street
Boston, MA 02111