Kelly Palmer
Becoming a mom was the inspiration for Kelly’s advice-only financial planning firm, The Wealthy Parent. She offers planning services that are intentional and designed to bring structure, purpose, and clarity to your financial life. As an advice-only advisor Kelly empowers you to manage your investments and do it yourself, but never by yourself. Taking a step back from paid work can bring up a lot of emotions and stress when it comes to finances—but that doesn’t mean you should stop planning for your financial future. If you are leaning into family life but want an intentional plan for your money, Kelly can help you plan through the pause.
