I recommend talking to Kelly. Am not the client profile she works with but she was prompt, professional giving me a phone appointment and a referral to someone else. So for that part of a business transaction five stars. read more

For years I thought about seeking a financial planner's help, but being into finances and budgeting myself I put it off because I was worried about the expense and wondered how exactly a financial planner could help beyond what I was already doing myself. But I'm so glad my husband and I finally took the plunge and started working with Kelly. She immediately helped us think of some aspects we hadn't even thought about (how close we were to getting ourselves into a lower tax bracket and how to get there fairly painlessly) and she's helped us nail down some long-term goals, set up strategies for withholdings at work to minimize the total taxes we pay and did a deep dive into our investments to give us a road map to better diversify ourselves. I just wish I'd started with her a few years sooner! read more

I wanted to write this review because i was so impressed with how helpful and attention to detail that Kelly, at Willow Planning Group has been for me! I'm a owner of multiple small businesses and keep a very busy schedule, and she took the time to meet with me on my terms and followed through on every detail until i was in complete understanding of my financial strategy. With some of her idea's, i was able to save thousands! read more

I am a small business owner who has always been pretty good with money, but working with Kelly at Willow Planning Group has allowed me to redefine my finances. Kelly pays attention to details and works efficiently. She takes the time to make sure she clearly understands your financial goals and then she works diligently to help you meet those goals. I would highly recommend Willow Planning Group! read more

We couldn't be more pleased with our experience of working with Kelly at Willow Planning Group. Like many people, I was nervous to talk with someone about our finances - it seemed like a private family matter and a little embarrassing to admit how much we spent on wine, travel and eating out (but everyone has that "Vice" category, right? Shoes, electronic gadgets, expensive cars, etc.). Using state of the art technology and down to earth communication, Kelly helped us get a better understanding of our spending, saving and investing and focused on our future goals. By taking us through our accounts and our spending, Kelly showed us how to stay on track with our retirement savings, helped create a reasonable plan for paying off debt and showed us how we can save for that second home we've been dreaming about in less time than we would have thought! If you are looking for someone to help you focus on your future goals and maybe save you some money in taxes too, then I would highly recommend Willow Planning Group! read more