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Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246
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Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246
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