Apricity Financial Planning

Empowering

you

to master your

Financial Future

Gain clarity, confidence, and freedom

Ohio Educators

Beautiful Women Sitting at a Table Giving High Five

Women Walking in Purpose

Entrepreneurs

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.

Let’s Get Started

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.

Simplicity in Your Financial Life
Partnership in Financial Decisions
Accountability and Tracking Toward Financial Goals
Retirement & Goal Planning
Cash Flow Planning
Estate Planning & Risk Management
Investment & Tax Planning

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.

Retirement review and setup
Joining finances in a new marriage or partnership
Establishing a business plan and setting up a business cash flow system
Gaining clarity around your current financial plan or financial products

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.