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.
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.
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.