Lisa M. Kelly
My goal is to create relational financial plans for strategic growth and future income planning.
The hidden budget drain sabotaging your finances Why it is important to audit your subscriptions If you’ve ever looked at your bank statement and wondered, “Where did all my money go?” subscriptions may be part of the answer. Majority of us don’t think twice about a $9.99 charge or a $14.95 monthly fee. It’s small, automatic, and easy to...
03/23/2026
After helping countless individuals retire …but then having to send them to get a notary somewhere to finalize paperwork, I finally decided to go do my oath and get my notary commission. So, of course I needed a cheery stamp 😁🌸.
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109 N. Buchanan Street
Spring Lake, MI
49456