When you look in the mirror, do you see: a business owner, a parent, a partner, a caregiver, a volunteer, a confidante…all in one busy, beautiful person?
Do you also see someone who is scrambling, looking for clarity, wondering if you are making progress toward your most important goals?
Yep, I get it.
When you look around for resources, do you feel more confused than when you started? Does the thought bubble above your head say “If I didn’t know better, I would swear the financial services industry is set up to make my life more complicated, make me feel like I don’t have enough or I don’t get it, and encourage me to spend more than I should?” (Pssst…you may be right.)
Welcome to Brava Financial. I’m Kelly - mom, spouse, sister, daughter, advice-only fiduciary financial planner, business owner and lover of puns - and I founded this firm to share my three decades of experience and wisdom with entrepreneurs and seekers. You are in the right place if:
You are a business owner looking for guidance on how to integrate your professional and personal financial life and goals.
You are a savvy do-it-yourselfer who wants an objective consultation on the job you are doing and opportunities for optimization.
You want to find a community of folks who value financial independence and want to learn more about personal finance in a fun, judgment-free environment.
Schedule a session. Let’s talk.
It’s time to eliminate confusion, reduce unnecessary expenses, and uncover hidden opportunities.
I’m here to help you move toward your goals with clarity, confidence and control.