Centered Financial, Inc. is a unique, integrative financial planning firm that uses a discovery process that focuses on you, your family and your business. Our advice is objective and centered on your needs only. We are pleased to work with you regardless of your net worth, employment, income or assets.
As a CERTIFIED FINANCIAL PLANNER ™ PRACTITIONER, Kelly’s goal is to offer solutions that clarify the complex issues of your financial life. The CFP® marks indicate that Kelly has completed the required financial planning coursework, met the experience and ethical requirements and passed the CFP® certification examination.
As a CHARTERED RETIREMENT PLANNING COUNSELOR (SM) Kelly has specifically mastered the skills to alleviate the anxiety and uncertainty that trouble so many working people. Economic independence, medical care and distribution of property are wishes that can be analyzed and achieved.
As an ENROLLED AGENT, Kelly provides excellent tax preparation services and can help you to be proactive in legally reducing your tax liabilities. An Enrolled Agent is a federally authorized tax practitioner that has demonstrated technical competence in tax law.
Our only compensation is from you, our client. Fee-only means there are no commissions or referral fees and we do not have a “product” to sell to you. Centered Financial, Inc. is competently seeking your path and solutions for wealth and prosperity.
Contact us to schedule a free consultation.
