Beverly Financial Group
Chicago, Illinois
I’ve had the opportunity to work with all types of clients, but I have been most impacted by working with women who suddenly found themselves solely responsible for managing their finances. Whether they’ve lost a spouse due to death or divorce or are just at a turning point in their lives and need financial guidance, I am dedicated to helping women get on sound financial footing by empowering them through education to gain greater confidence in themselves and their ability to manage their finances.
When faced with life transitions, many people may feel paralyzed by their fears, but it’s important to understand that you don’t have to go it alone. I aim to educate women so they can feel 100% comfortable during transition times. You need to determine what is important to you, and then I can help bring congruity between your actions and your values.
I feel blessed that my own parents instilled in me the value of financial independence and education. Because of this, I’ve been able to successfully navigate through several life transitions: living on my own, starting my career, getting married, buying our first home, making a career change and starting a family. Each of these decisions required me to take a hard look at our finances, but I felt empowered and confident. My goal is to help my clients feel the same way.
One of the things that drew me to Beverly Financial Group was the fact that it’s independently owned and operated plus it’s located in my neighborhood of Beverly. We are a tight-knit community in Chicago and enjoy supporting other local businesses. To that regard, I’m initiating the development of a Professional Women’s Networking group to bring local women professionals together to network, develop relationships and help one another grow our businesses.
Get to know Kelly better by visiting her website.
* Kelly participated in the January 2012 Directions Circle Training Retreat.
Securities and Advisory Services are offered through Multi-Financial Securities Corporation, member FINRA/SIPC. Multi-Financial Securities Corporation is unaffiliated with Beverly Financial Group, Incorporated.
