About Me

I am a CERTIFIED FINANCIAL PLANNER™ who helps high-achieving women and couples align their money with the life they want to live. Known for my approachable style and ability to simplify complex financial concepts, I blend strategic expertise with a personal, lifestyle-focused approach, helping clients feel both confident and understood.

My planning philosophy goes beyond investments alone, focusing on how money supports lifestyle goals, wellness, major life transitions, and long-term legacy. With a background in economics from the University of Minnesota-Duluth and additional certifications in behavioral finance and portfolio management, I deliver comprehensive financial planning designed to bring confidence, organization, and clear direction.

Outside of my work with clients, I have a strong appreciation for wellness, style, and design. Fitness is a meaningful part of my daily life, and I believe financial confidence and personal well-being often go hand in hand. I’m equally inspired by thoughtful interiors, timeless fashion, antique finds, and creating memorable experiences – whether hosting an intimate dinner party, returning to my favorite local restaurants, or spending time at home with my husband and our Belgian Malinois, BoJack.

My philosophy is simple: Planning should suit your style, because wealth is most powerful when it supports the life you truly want.

Kaylee McClellan, CFP®

Financial Advisor

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Featured in Nerd Wallet and Yahoo Finance