Kelly Luethje

CFP®, MBA

Willow Planning Group, LLC

Founder

Kelly Luethje

CFP®, MBA

Willow Planning Group, LLC

Founder

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. Because everyone and every plan is different, we deliver customized solutions to help you achieve your financials goals and create the life you want. - Kelly Luethje, CFP®, MBA

Kelly Luethje is a Boston, MA financial advisor and investment manager. Willow Planning Group, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Kelly Luethje is a fiduciary financial planner.

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:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

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:

Specialties

  • Financial Planning
  • Cash Flow & Student Loan / Credit Card Reduction
  • Retirement & Long-term Investments
  • Buying a Home & Short-term Goals
  • Starting a Business
  • College Planning

Ideal Clients

  • Single Women and Men
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • No-Cost Initial Consultation
  • One Time & Comprehensive Planning Programs
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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

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Office Locations:

  • Conference Space: 207 South Street
    Boston, MA 02111

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