Kelly Nilsson, CFP

I met Kelly through the San Diego Women’s Network. She is fabulous! We couldn’t ask for anything more. This was our first experience with a financial planner so I wasn’t totally sure what to expect. We really needed help after I lost my job figuring out what we needed to be doing with our money.
She had us gather every piece of financial information from insurance policies, to paystubs, to past tax returns. She met with us to discuss our future goals and financial concerns. She then analyzed all our of data and presented us with a comprehensive plan. The plan contained action items for us to works towards.
This was exact what we needed and we couldn’t have been happier. We’ve already been able to cross off a couple of our action items for this year!