Ryan Kelly, CFP®

Ryan Kelly, CFP is a CFP Professional with 16 years of industry experience and specializes in one-time, project-based financial planning for DIY investors and those that want to become DIY investors.

Ryan believes many investors can be well served by a one-time financial review or a one-time financial plan.

DIY Investing Service. $4,500 one-time fee. The DIY Investing Service includes three Zoom meetings, a comprehensive financial plan, and 6 months of follow-up advice at no extra charge. The service combines financial planning with DIY investing support. Typical clients are physicians that have recently completed their training, soon-to-be retirees, and those wanting help with the transition from a full-time advisor to a DIY approach.

Financial Review. $2,500 one-time fee. The Financial Review includes two Zoom meetings, an 10-to-12-page letter with specific financial planning and investing recommendations, and 1 hour of follow-up advice at no extra charge. Typical clients are WCI readers that want to make sure they are on the right track with their investing and financial planning.

 

Fee Structure

Financial Review $2,500 one-time fee
DIY Investing Service
(Financial Plan + DIY Investing Support)		 $4,500 one-time fee
Introductory Call: 20 minutes, free