Kelley Long, CPA/PFS, CFP®

Helping smart, responsible women & couples to optimize their finances

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Kelley Long, CPA/PFS, CFP®

Helping smart, responsible women & couples to optimize their finances

3 Ratings

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Website

Areas of Focus

LGBTQ Couples
Money Psychology
Prioritizing Money
Retirement Planning
Women & Wealth

About Kelley Long, CPA/PFS, CFP®

Hi! I'm Kelley, and I'm an experienced financial planner and coach who works with clients virtually over Zoom. I created Find Your Financial Bliss™ for women and couples who feel like they're not making the most of their money and their energy, but have no idea where to start or how to make changes. My one-on-one coaching services help you move past fear, confusion and anxiety to taking the next steps to optimize your money with confidence and clarity.

In addition to my coaching services, I host a podcast called Financial Bliss with Kelley Long and author freelance personal finance articles for a variety of outlets under my own byline. I am also the narrator of Calm's "Navigating Financial Stress" series, which was released in June, 2024 exclusively on the app.

For a flavor of how I think about money, check out the podcast - you might just learn something too!

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Affiliations

AICPA Personal Financial Planning (PFP)
American Institute of CPAs
CFP Board

Primary Location

85737

Meeting Options

Video Conference
Online Courses

Book Intro Call

Compensation Methods

Package Offers
Per Session

What to expect in the first meeting

How my coaching works: 1. You decide the best way to work together a. Single ask-me-anything session b. Ongoing, unlimited coaching for help with developing new habits and implementing improved systems 2. You pay and schedule your first session. 3. I send you a workbook to complete that will help me get to know you better before we meet so we can make the most of our time together. 4. We have an hour-long (ish) session, which I record and send to you so you can rewatch it and reference it anytime you want! 5. You get unlimited email support up to two weeks after our last pre-paid session to ask me any follow up questions or use me as an accountability buddy.

About

Financial Bliss with Kelley Long is an independent, unbiased financial coaching firm focused on providing education, encouragement and expert guidance to smart, responsible women and couples who want to understand not just WHAT to do to optimize their money, but WHY and HOW. I do not provide investing management or advice; my services offer education and guidance to support you making your own investing decisions once you've defined and clarified your goals.

Education

BS Accountancy, Western Michigan University

Languages

English

Hobbies and Interests

Animal Rescue
Crafts
Cycling
Eating Out
Entertaining
Exercising
Gardening
Golf
Hiking
Reading
Relaxing
Traveling
Walking
Wine
Writing
Yoga

Who We Serve

Blended Family
Business Owners
College Graduates
Content Creators
Contractors
Couples
Divorce
DIY Investors
Dual Income Family
Educators
Gen X
Gen Y / Millennials
Healthcare Professionals
LGBTQ
LGBTQ Couples
Newly Engaged / Newlywed
Nonprofit Employees
Physicians
Remote Workers
Single Women
Women Professionals
Women’s Finance

Write a Review

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Kelley has a personalized approach that empowers her clients to take charge of their money mindset!

April 5, 2021

Kelley coached a workshop for my team that was informative and empowering. She takes big concepts and breaks them down into actionable bite-sized pieces which made a concept that can be extremely overwhelming feel more straightforward and manageable, sometimes even fun! Her approach allowed us to feel comfortable asking questions and digging deeper to identify our true goals in life.

Kelley’s coaching helped me remove finance as a barrier to bliss and it was absolutely life-altering. I highly recommend working with her!

Liza

Kelley has a GIFT of asking the right questions and articulating her financial knowledge in a way that others can understand

April 2, 2021

Kelley is WONDERFUL. She is genuine, authentic, and has a way of setting you at ease, which isn’t always easy when discussing money! I’m a former CPA, so I’d like to think that I know some things as it relates to numbers. Kelley not only acknowledged my background and what I understood but also did a great job of asking me questions that helped me understand what was driving a number of my financial decisions. Finally, I started working with Kelley when I was single and continued working with Kelley with my fiancé. She is great at both, but especially great at helping me and my fiancé start navigating some of our future money decisions. We both adore her!

Jess Lau

Kelley had so much valuable information to share + such a great resource!

April 1, 2021

Financial health is something I started to prioritize and take seriously as I entered my 30s. I truly didn’t know where to begin and Kelley was such a great guide. Not only helping me uncover some of my beliefs and perceptions surrounding finances and money, but also to get clear on my own personal financial goals. She demystified some financial information for me, and also offered a wealth of knowledge so that I could make decisions that made sense in my life. I have already sent some friends her direction, but I would highly recommend Kelley to anyone and everyone!

Nicole B.

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