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Welcome to Kennedy Financial Planning

You have found a place free of sales pitches and required account sizes.
This is where concerns get addressed, and you start to breathe easier.
Discovering us was the hard part. Now, let’s get your financial house in order.

Mission Statement

Quite simply, our mission is to make excellent, objective financial advice available to people regardless of net worth. Learn more about How We Differ

What We Do

Kennedy Financial Planning - Our Process

We are a fee-only financial planning firm providing guidance to individuals and families on a project basis. “Fee-only” means we do not sell any products, and our compensation comes only and directly from our clients. Learn more About Us & The Process

The First Step

Kennedy Financial Planning - Services

Come in and see if we’re a good fit. The first meeting is at no obligation and no cost. Contact Us or learn more about our Services