Empowering
you
to master your
Financial Future
Gain clarity, confidence, and freedom
While you are out there changing the world, who is looking out for YOU and YOUR future?
You deserve to thrive both personally and professionally. Prioritizing your own physical, emotional, and financial wellbeing does not take away from the care you provide your students, clients, or patients. It strengthens it.
Let’s create a plan that supports YOU.
our services
You and your life are constantly evolving, which is why Ongoing Financial Planning is the most beneficial form of financial planning.
At Apricity Financial Planning, we value the partnership you build with your planner. She will be here to help you navigate financial turns and to keep you focused on your financial goals and on track toward reaching them.
Cost:
$1123 Onboarding fee
$195-$395/month depending on complexity and individual needs
*Offered to ongoing financial planning clients
At Apricity Financial Planning, our investment philosophy is rooted in building well-diversified portfolios using low-cost ETFs and mutual funds. We believe in a long-term, disciplined approach that maximizes your opportunity for reaching your financial goals while managing risk effectively.
Cost:
Assets Under Management
$0-$250,000
$250,001 - $500,000
$500,001 - $1,000,000
Annual Cost
.75%
.50%
.25%
*no fee for assets more than $1,000,000
Certain situations call for a limited-scope one-time plan. Below are some of the situations we have helped clients navigate via one-time plans.
meet Kelsey
founder & financial planner
I envision a future where we all embrace our unique gifts and skills, share them abundantly, and create a more beautiful and colorful world in the process.
What I love most about being a financial planner is becoming the trusted partner who can help clients release financial uncertainty so they can fully embrace their next season - whether it’s retirement, a new business, or a life shift. I am grateful to be a meaningful part of their journey, providing them with the clarity they need to move forward with confidence and enthusiasm.
After spending 5 years in banking and 8 years as a financial advisor at a larger firm,
I created Apricity Financial Planning.
At Apricity Financial Planning,
our mission is to empower women who are ready to leap into their next season,
to provide financial
Clarity, Confidence, and Freedom
so they can embrace their unique journey and bring their true gifts to the world.