Kelley Long, CPA/PFS, CFP®
Find Your Financial Bliss™
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Areas of Focus
- Employee Benefits
- Financial Life Planning
- Money Psychology
- Prioritizing Money
- Setting Up Retirement Accounts
About Me
Hi! I'm Kelley, and I'm an experienced financial planner and coach. I created The Find Your Financial Bliss™ Coaching Program 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. The one-on-one coaching program takes you through my BLISS framework, which helps you move past fear, confusion and anxiety to taking the next steps to optimize your money with confidence and clarity.Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
- AICPA Personal Financial Planning (PFP)
- American Institute of CPAs
- CFP Board
Location
Oro Valley, Arizona, 85737
Meeting Options
- Video Conference
- Online Courses
Compensation Methods
- Fee Only
- Package Offers
What to expect in the first meeting
The Discovery Call is a chance for me to learn more about your challenges and goals and for you to learn more about how my coaching program works so that we can decide together if you're a good fit. There are some initial application questions to answer when booking that first call, which will give you a good idea of what you can expect from the call. I hope to talk to you soon!About our Firm
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 program offers education to support you making your own investing decisions once you've defined and clarified your goals.Education
BS Accountancy, Western Michigan University
Badges
Languages
- English
Hobbies and Interests
- Animal Rescue
- Camping
- Crafts
- Cycling
- Eating Out
- Entertaining
- Gardening
- Hiking
- Reading
- Relaxing
- Traveling
- Wine
- Writing
- Yoga
Who We Serve
- Blended Family
- Business Owners
- College Graduates
- Couples
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- LGBTQ
- Newly Engaged / Newlywed
- Remote Workers
- Single Women
- Women Professionals
- Women’s Finance
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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!
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!
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!
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