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Sally K

CFP®, Series 65

Guilford, CT

Real Financial Planning, LLC

Sally Kennedy is a CFP® and Series 65 licensed advisor with 12 years of industry experience. She is the sole advisor at Real Financial Planning, LLC, an independent firm based in Guilford, CT. In addition to financial planning, she is involved in tax preparation. Real Financial Planning serves individual clients and small businesses, offering fee-only, as-needed financial planning focused on cash flow, tax planning, education funding, retirement and estate planning, and investment selection. The firm emphasizes asset allocation, diversification, and tax considerations, providing written analyses without managing client assets or charging percentage-of-assets fees.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Self-Employed Retired Young Families Young Professionals
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