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Kelly Palmer, CFA, CFP®

Kelly Palmer, CFA, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$350one time
Next Available: 9/15/2026 3:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,500one time
Currently no availability

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$500/ month
(billed $1,500 every three months)
0/1 spot available
Which service is right for me?

About Kelly

15
years of experience
357
The Hour meetings
14
The Plan engagements
4.99
average review

Bio

I put my decade of financial planning experience to the test in 2021 when I quit my job as a 30-something C-suite executive to take a real break. I must have had too much time on my hands because I soon found out I was getting a new job title, Mom. The birth of my son during that sabbatical inspired me to help more families make their dreams a financial reality. If you have spent too much time in personal finance Reddit rabbit holes, I’m here for you. Whether you want a clear early retirement plan, need to understand your stock compensation, are managing growing cash, or navigating an inheritance, I can help. I love supporting millennial parents, early retirees, and cool women with not just the numbers but also the honest and joyful conversations about money. *Scheduling Note* I am expecting baby #2 this Fall and will be on maternity leave starting October 2026. My calendar will be open again in March 2027 and I can't wait to connect with you then.

I Can Help You With

401k rollover
Budgeting
Charitable giving
Equity compensation
Estate planning
Getting started with investing
Insurance
Investing for kids
Portfolio review
Tax planning

I Enjoy Working With

Families with children
FI/RE
LGBTQ+ Community
Millennials / Gen Z
Pre-Retirees
Tech employees
Widowed Spouses
Young couples

Personal Stuff

Chicago, IL

I once survived a 9-hour flight with an 11-month-old so I could enjoy a beer and get this picture at Oktoberfest. This baby is now a "threenager" and still loves German polka music. Prost!

Education & Designations

CERTIFIED FINANCIAL PLANNER®
Since 2025
Chartered Financial Analyst
Since 2018
Loyola University Chicago
B.S. Mathematics

Experience

The Wealthy Parent
Founder & Chief Wealth Officer
2023 – Present
Adviser Checkup
Founder & Principal
2022 – 2023
Professional Sabbatical
Daydreamer & New Mom
2021 – 2022
Zuckerman Investment Group
CCO & Director of Operations
2011 – 2021

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Kelly Palmer, CFA, CFP® — Fiduciary Financial Advisor | Nectarine