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Clients Who Benefit from our Financial Success Planning

Client Centered

 Fiscal Harmony's™ holistic approach to financial planning is tailor-made for clients. Many of our clients are experienced C-suite level executives, business owners, and “accidental entrepreneurs,” e.g. providers of professional services who have recently become self employed as a result of an economic downturn.

These individuals often have multiple financial goals beyond just funding retirement. They may be seeking the financial flexibility to start new ventures, shift the focus of their business activities in a different direction or fund philanthropic projects. Kelly’s clients find she is the perfect financial planning partner to help them achieve their goals and make the most of their money. Her upbringing in an entrepreneurial family, passionate support of small business, and her knowledge of financial instruments make her the perfect choice to help maximize their wealth and allow them to live life on their own terms.

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