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Contact Me

Kelley Long, CPA/PFS, CFP®

Find Your Financial Bliss

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Areas of Focus

  • Budgeting
  • Coaching
  • Emergency Savings
  • Employee Benefits
  • Family and Money
  • Fertility Challenges
  • Getting out of Debt
  • Prioritizing Money
  • Saving

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

  • American Institute of CPAs
  • 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

The first-time free consultation service is for first-time clients who want a quick 15 - 30 minute call to ask me questions, work out pricing or make sure we are a good fit. Please request this service if you are a new client, looking to get started.

Offers Investment Management

No

Offers Tax Preparation

No

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
  • Exercising
  • Gardening
  • Hiking
  • Reading
  • Traveling
  • Wine
  • Writing
  • Yoga

Who We Serve

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

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