Kelly Financial Planning

Kelly Financial Planning

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Mike Kelly, CFP® is a fee-only advisor who works with individuals, families and business owners.

Setting Goals That Matter—And Leading with Purpose 04/22/2026

What if your financial plan actually reflected what matters most?

In the latest from Kelly Financial Planning, Mike Kelly shares how to move beyond surface-level goals and focus on what truly drives fulfillment aligning your financial decisions with purpose.

You’ll also hear highlights from his keynote at the 45th Annual MLK Prayer Breakfast, centered on leadership, service, and making a meaningful impact.

And with tax season behind us, now is the time to refocus and realign your financial plan for 2026.

Read more:
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Setting Goals That Matter—And Leading with Purpose Leadership in Action: MLK Prayer Breakfast Keynote Mike recently had the honor of serving as keynote speaker at the 45th Annual MLK Prayer Breakfast in Asheville. His message centered on purpose-driven leadership, service, and the responsibility we each have to make a difference. Learn more and vie...

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9435 Waterstone Boulevard, Suite 140
Cincinnati, OH
45249

Opening Hours

Tuesday 12:30pm - 5pm
Wednesday 12:30pm - 5pm
Thursday 12:30pm - 5pm