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Kelley Long, CPA/PFS, CFP®

Find Your Financial Bliss

Rated 5 out of 5
3 Ratings
Rate this Financial Coach

Areas of Focus

  • Budgeting
  • Coaching
  • Emergency Savings
  • Employee Benefits
  • Family and Money

About Me

Hi! I'm Kelley and it is my life's calling to help people find their own version of financial bliss. To date I have coached over 2,500 people on all aspects of money with an intense focus on getting the psychological aspects down to help reduce financial anxiety and shame in order to move forward in life without money getting in the way. I am an expert on financial planning strategies, and while that certainly informs my work with individuals, my bigger goal is to help you figure out what steps you need to take to remove money as a barrier to your bliss.

Professional Designations

  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

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

Location

Chicago, IL, USA

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Package Offers

What to expect in the first meeting

Let's get to know each other! If time is tight and we just have one session, we'll often jump right into your questions, goals and concerns. I'll be asking a lot of personal questions, but know that sessions are 100% confidential - one of the benefits of working with a CPA financial planner is that we adhere to the highest levels of integrity and ethics. I'll never share what we discuss outside our meetings. Depending on how the meeting goes, I'll likely be sending you a follow-up email with additional resources and action steps to keep you moving toward financial bliss. Feel free to contact me with questions ahead of time as well!

About our Firm

Financial Bliss with Kelley Long was founded to help people get unbiased, expert answers to money questions and financial decision support. I operate on the philosophy that every financial decision has a technically "right" answer, but that may not be the best answer for you. I help you close the gap.

Education

BS Accountancy, Western Michigan University

Badges

Languages

  • English

Hobbies and Interests

  • Animal Rescue
  • Camping
  • Crafts
  • Cycling
  • Exercising
  • Gardening
  • Hiking
  • Reading
  • Relaxing
  • Tennis
  • Traveling
  • Wine
  • Writing
  • Yoga

Who We Serve

  • Blended Family
  • College Graduates
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • LGBTQ
  • Newly Engaged / Newlywed
  • Single Women
  • Women in Transition
  • 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!

Rated 5 out of 5
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!

Avatar for Liza
Liza

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

Rated 5 out of 5
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!

Avatar for Jess Lau
Jess Lau

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

Rated 5 out of 5
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!

Avatar for Nicole B.
Nicole B.