Kaylee McClellan, CFP®

Financial Advisor

About Seth

Kaylee is a CERTIFIED FINANCIAL PLANNER professional who helps high-achieving women and couples align their money with the life they want to live. Known for her approachable style and ability to simplify complex financial concepts, Kaylee blends strategic expertise with a personal touch - making clients feel both confident and understood. She focuses on integrating lifestyle goals, personal aspirations, and legacy considerations into each client’s unique financial plan. With a background in economics from the University of Minnesota-Duluth and certifications in behavioral finance and portfolio management, Kaylee offers comprehensive financial planning that goes beyond the numbers.

Beyond her work with clients, Kaylee loves to throw a good party - whether it’s an intimate dinner with friends or a lively themed celebration. She enjoys connecting with people over good food and drinks, thoughtful details, and memorable moments. An avid thrifter and antique-lover, she embraces the hunt for unique finds, can often be found out at her favorite local restaurants, and treasures time at home with her husband and their Belgian Malinois, BoJack. Her philosophy is simple: planning should suit your style, because wealth is most powerful when it works for the life you truly want.

Schedule a Meeting

Office Address:

10900 Wayzata Blvd, Suite 270, Minnetonka, MN 55305

Phone Number:

(651)219-4491

Email Address: 

kmcclellan@innovativeplanning.com