Profile

Kelly Adams, CFP®, EA

Harbor Light Planning

Contact Details

Harbor Light Planning
42705 Grand River Ave
Suite 201
Novi, MI 48375
Google Map Icon
Primary: 248.344.9616

Bio

Kelly is the owner and senior planner of Harbor Light Planning in Novi, Michigan. Since the founding of her firm in 2004, its planners have been holistic, fee-only, and fiduciary with a goal of walking side-by-side with each client as they achieve their goals and dreams.
 
Kelly holds a bachelor’s degree from Michigan State University's College of Business. She is a CERTIFIED FINANCIAL PLANNER™ certificant, IRS Enrolled Agent, and NAPFA-registered financial advisor.
 
Prior to founding her firm, Kelly was a senior planner at Cambridge Connection, and held tax preparation and financial management positions at various companies. Kelly joined what was to become the Alliance of Comprehensive Planners (ACP) in 1998. She has since trained many advisors in ACP’s holistic financial planning philosophy and methodology, and has served the organization in a wide variety of roles involving ACP's training program, annual conferences, and new member mentorship to name just a few. Kelly currently serves on the ACP Board of Directors.
 
When Kelly isn’t at work, you can find her in the woods, kayaking a river, or teaching the younger generation to swim.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • MI

Areas of Expertise

  • Bond Ladders
  • Practice Efficiency
  • Tax Planning - Individual
  • Technology

Engagements Offered

  • Limited/Project Retainers
  • Open Retainers
  • Standalone Business Coaching/Planning
  • Standalone Personal Coaching
  • Standalone Tax Prep

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Job History

Harbor Light Planning, LLC
Owner/ Senior Planner
Novi, MI, United States
December 1993 - present