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Chicago, IL, USA
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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 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!
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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When I’m asked for my wish list, I confess that instead of thinking of presents, I wax idealistic and think in terms of what I would want if it weren’t for that pesky reality issue.
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If shopping for the holidays puts you at risk for a spending spree, here are a few offbeat tricks to help keep it in check.
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You’re probably using your HSA all wrong
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