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