Sally  Kennedy

Sally Kennedy

| CFP®, EA

Real Financial Planning, LLC

Fee-Only Financial Planner serving the Guilford, Connecticut area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • 401(k) and IRAs
  • Tax Planning
  • Estate Planning
  • Employee Benefits
  • College Education Planning

Visit Us

705 Boston Post Road
Guilford, CT 06437

Sally Kennedy is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards, Inc.  She holds a Certificate in Financial Planning from Boston University.  She is also an IRS Enrolled Agent - which means she is a federally licensed tax practitioner.  Sally has a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to business economics) from Ohio State University and a Master of Arts in German Literature from Middlebury College.  She was also a successful software engineer for many years.