Advisor at Real Financial Planning, LLC
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Firm
Real Financial Planning, LLC
Location
Guilford, CT 06437
Credentials
CFP®, Series 65
Industry experience
12 years
Sally Kennedy is a CFP® and Series 65 licensed advisor with 12 years of industry experience. She is the sole advisor at Real Financial Planning, LLC, an independent firm based in Guilford, CT. In addition to financial planning, she is involved in tax preparation. Real Financial Planning serves individual clients and small businesses, offering fee-only, as-needed financial planning focused on cash flow, tax planning, education funding, retirement and estate planning, and investment selection. The firm emphasizes asset allocation, diversification, and tax considerations, providing written analyses without managing client assets or charging percentage-of-assets fees.
Based on Real Financial Planning, LLC
Certain engagements may be performed for a flat fixed fee, subject to mutually agreed-upon assumptions
Standard billing rate of $200/hour
Fee-only: Hourly rate of $200/hour; flat fixed fees may be charged for certain engagements, amounts negotiated case-by-case
705 Boston Post Road
Guilford, CT 06437
Connecticut
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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