Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a biotech company. After getting her own financial house in order she was drawn into the Financial Planning industry and began working at another fee-only firm before deciding to start her own RIA. Today Kelly runs a completely virtual business with over 50 clients of her own.
In this episode, we discuss what it is like to run a completely virtual business, and how Kelly has remained committed to being authentic both in—and out—of her business. Kelly describes how she has focused on growing her firm over the past five years by providing real comprehensive financial planning. If you want to know what to expect in the first years of business, this is the episode for you.
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