Kelly  Luethje

Kelly Luethje

| CFP®, MBA

Willow Planning Group

(617) 943-1433

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Financial Planning for Life's Adventures.

Specialties

  • Fee-Only Financial Planning
  • Student Loan Debt
  • Cash Flow Management
  • 401(k) and IRAs
  • Investment Management
  • Retirement Planning
  • Insurance Reviews
  • Employee Benefits
  • College Education Planning
  • Tax Planning
  • Business Planning

Website

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Boston, MA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Kelly Luethje is a Boston, MA Fee-Only Financial Planner serving Boston and all surrounding areas. Willow Planning Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kelly Luethje is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Kelly Luethje’s financial planning career began when she took a hard look at her own finances. She asked herself why she wasn’t able to save outside of her 401(k) or make a bigger dent in her student loans. She found that balancing a good salary with debt payments, high rent, and the cost of engaging in life experiences, wasn’t an easy process. Along the way she discovered how valuable financial planning is to young professionals, not just retirees. Young, busy and adventurous people need to feel good about their finances to create the life they want. Kelly launched Willow Planning Group in 2015 and now helps clients across the country plan for life’s adventures.

Born and raised in Nebraska, Kelly earned a B.A. from the University of Nebraska-Lincoln. Upon graduating, she moved to Boston, MA, and earned a Master of Business Administration from Simmons School of Management. Kelly later obtained a Certificate in Financial Planning from Boston University and most recently earned CFP® Certification.

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Launched in 2015, Willow Planning Group provides financial education and guidance to those who live life on their terms. We help you set financial goals and make smart decisions with your money so that you can experience life’s adventures. We will be with you as you build your career, grow your family, and travel the world. We understand that everyone’s financial situation is different, and we are committed to being your partner from the early stages and helping you create the life you want.

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