Kelly Palmer, CFA, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Kelly
Bio
I put my decade of financial planning experience to the test in 2021 when I quit my job as a 30-something C-suite executive to take a real break. I must have had too much time on my hands because I soon found out I was getting a new job title, Mom. The birth of my son during that sabbatical inspired me to help more families make their dreams a financial reality. If you have spent too much time in personal finance Reddit rabbit holes, I’m here for you. Whether you want a clear early retirement plan, need to understand your stock compensation, are managing growing cash, or navigating an inheritance, I can help. I love supporting millennial parents, early retirees, and cool women with not just the numbers but also the honest and joyful conversations about money. *Scheduling Note* I am expecting baby #2 this Fall and will be on maternity leave starting October 2026. My calendar will be open again in March 2027 and I can't wait to connect with you then.
I Can Help You With
I Enjoy Working With
Personal Stuff
I once survived a 9-hour flight with an 11-month-old so I could enjoy a beer and get this picture at Oktoberfest. This baby is now a "threenager" and still loves German polka music. Prost!
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Investment Strategy
- Tax Planning
- Tax Efficient Withdrawals
- Portfolio Allocation
- Portfolio Diversification
- Estate Planning
- Financial Planning
- Early Retirement
- Debt Management
- Budgeting
- College Planning
- Knowledgeable
- Thoughtful
- Friendly
- Professional
- Patient
- Kind
- Approachable
- Personable
- Compassionate
- Empathetic
- Honest
- Transparent
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Kelly addressed all of our retirement planning ...
Kelly addressed all of our retirement planning questions thoughtfully, and we are confident in our next steps. I would highly recommend her to others seeking advice and guidance.
Kelly is a joy to work with. We're very happy...
Kelly is a joy to work with. Even though she keeps everything going in a casual, conversational way, it's clear that everything she says and recommends is grounded in deep knowledge. Her follow-up reports and to-do lists (for herself as well) are thorough and precise—never anything boilerplate about them. We're very happy that we found Kelly as our advisor.
Follow up meeting
This was my second meeting with Kelly. She is experienced, knowledgeable, and has very good insight into multigenerational planning. She has an ability to navigate a high level view of a financial picture, as well as transition to precise recommendations for investments, and their accompanying tax consequences.
Friendly, professional, prepared
Kelly was friendly, professional and prepared. She sent me notes with a complete summary of our conversation and her recommendations for my portfolio. And she responded to my follow-up questions! I’m very likely to schedule another meeting with her.
The clarity and confidence we needed
Kelly gave us the clarity and confidence we needed to move forward with managing our investments independently. She listened carefully, worked through our specific questions, and offered practical, unbiased guidance without trying to sell us on anything. I especially valued having a knowledgeable second opinion on our house down payment reserve, long-term allocation, and inheritance plan. My husband said she was incredibly nice, our favorite advisor we’ve spoken with, and exactly as advertised. Her detailed recap email made the meeting even more valuable.
Highly recommend Kelly for any financial guidance!
Kelly has been my advisor over the last few years. She has been a guide to me and my family through big life events including career changes and investment opportunities. Her advice has been hugely impactful. She is not only extremely knowledgeable but she also conveys esoteric topics in a way that is easy to digest and kind. It is always a pleasure just to speak with her!
We had an hour-long meeting with Kelly. It went...
We had an hour-long meeting with Kelly. It went by fast, but we didn't feel rushed and got all our questions answered. Afterward, we received detailed meeting notes and really appreciate how they translate into clear, actionable tasks.
Kelly is wonderful. She's an excellent listener...
Kelly is wonderful. She's an excellent listener and was clearly able to process what she was hearing in CFP terms. I'd recommend working with Kelly!
Truly the best!
This was my second time meeting with Kelly (this was a 2-year checkup, if you will). I appreciate Kelly's honesty, transparency, and help. Truly love this service so much and am grateful to be able to get such awesome advice. I feel like I'm set for years at this point! Fingers crossed I can make a 5-year checkup appt down the road :)
Worth every penny, and then some
I wish we'd found Kelly years ago. Among other things, Kelly helped us avoid major mistakes that would have locked our savings into tax-advantaged accounts that weren't actually appropriate for us. She also helped us avoid overly concentrated investments and gave us a variety of practical advice for miscellaneous money questions we had.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.