Karen Kelly

You have to make financial decisions all the time. Our work is collaborative, comprehensive and holistic so that you can make the most of your finances.

123 Fifers Lane ,  Boxborough, MA   978-263-1334  
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Karen Kelly

Our goal is to help you focus on home, health, wealth and happiness by being comfortable with your money.

Karen has over 25 years of experience in developing and launching successful programs that bring advisory firms together with unique and interesting fund managers for productive interactions via 1:1 due diligence meetings.

Karen helped launch Sail America - the industry's first national trade association. She led the multi million dollar association for many years as its Executive Director. As head of Kelly Consulting LLC, Karen worked on business development and due diligence initiatives for various clients in the commercial marine, forestry and software industries.

Karen earned a BS degree from the Carroll School of Management at Boston College with a concentration in accounting. She is currently working towards her CFP. She is also an active volunteer at Rosie's Place in Boston.

She enjoys spending time with her family, playing league tennis, reading, hiking and watching her daughter play college volleyball and her son play college basketball.

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Designations: CSLP

Languages: English

Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Investment management
  • Estate planning
  • Long term care
  • Business related (partnerships
  • annuities)
  • Retirement planning
  • Insurance
  • Personal Taxes