Willow Planning Group

Boston, Massachusetts


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We provide financial education and guidance to those who live life on their terms. We help you set financial goals and make smart decisions with your money so that you can experience life's adventures. We will be with you as you build your career, grow your family, and travel the world. We understand that everyone's financial situation is different, and we are committed to being your partner from the early stages and helping you create the life you want. For more information about working together, visit us at www.willowplanningroup.com and learn more about Kelly here: https://www.willowplanninggroup.com/about/. We work with our clients virtually. Schedule a phone call or a video chat at a time convenient for you!