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
  • Cash Flow and Budgeting
  • Student Loan Management
  • Credit Card and Debt Reduction
  • Emergency Fund and Retirement Savings
  • Investment Advice without Ongoing Management
  • Setting Financial Goals

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 clients across the country. Willow Planning Group specializes in providing education and objective advice to twenty- and thirty-somethings and creating personalized financial plans that protects your interests, works for you, and aligns with your lifestyle. 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.

A proud member of the class of 2000, Kelly graduated from the University of Nebraska-Lincoln and moved to Boston in search of experiencing something new. She embarked on a 10-year career as an investor relations professional and lived life as a city-dwelling, job-focused, running-obsessed twenty-something. She earned a Master of Business Administration from Simmons School of Management in 2005. After taking a couple of years to seriously ponder a career in financial planning, Kelly put a stake in the ground in 2012 by earning a Certificate in Financial Planning from Boston University. She received CFP® Certification in 2016.

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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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