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.
| 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 |