Kelley Long, CPA/PFS, CFP®
Find Your Financial Bliss
Great job!
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
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™ Professional
- 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
Write a Review
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
Kelley has a personalized approach that empowers her clients to take charge of their money mindset!
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
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!
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!
-
InvestingWhy You Should Max Out Your HSA Before Putting More in Your 401(k)
-
InvestingHow to Invest Your HSA
-
Investing14 Women Share How to Become More Confident Investors
-
InvestingHow Women Can Get More Confident About Investing
-
Money ManagementFour Ways Women Can Own Their Financial Power
-
InsightsWhat To Do If You Made Too Much To Contribute To Your Roth IRA Last Year
-
InvestingAre You Making This Subconscious Investing Mistake With Your 401(k)?
-
Money ManagementHow to Find the Best Tax Preparer for Your Situation
-
Money ManagementThe 6 Step Plan to Set Your 2022 Goals
-
Money ManagementThis Hack Can Help You Find Hundreds Of Dollars Each Month
-
InvestingThe Investing Risks You’re Probably Not Thinking About
-
Insights Money ManagementHow to Do a Spending Cleanse
-
InsightsWhat I Really Want for Christmas This Year
-
Insights Money Management4 Offbeat Hacks To Keep Your Holiday Spending In Check
-
Money Management5 seasonal job ideas to earn extra cash for the holidays
-
Money ManagementYou’re probably using your HSA all wrong
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply