Let’s talk soon!
Thank you so much for your interest in working together.
Because I work closely with a limited number of families, I intentionally cap the number of relationships I take on each year.
At this time, I am at capacity for comprehensive financial planning engagements through 2026.
Open to waiting?
If you’d like to be notified by email when planning availability opens, you can join the 2027 interest list by clicking below:
Need help sooner?
I am still offering a limited number of one-time and hourly sessions through Nectarine Financial for families looking for focused guidance, strategy, or a second opinion.
Disclosure: By clicking the Nectarine Financial link, you will be leaving The Wealthy Parent’s website and be directed to the website of an unaffiliated third-party investment advisory firm, Nectarine Financial. While Kelly Palmer is also an investment advisor representative of Nectarine Financial, that firm is separate and independent from The Wealthy Parent. The Wealthy Parent does not supervise or assume responsibility for any services offered through Nectarine Financial. Please reference both firm’s ADV Part 2A for additional information.