Kaylee McClellan, CFP®
advisor @ innovative planning group
Kaylee McClellan, CFP®, helps healthcare professionals create financial plans that fit their unique lifestyle and ambitions. She believes in planning that aligns with your values, whether it’s growing your practice, saving for the future, or finding balance outside of work.
Drawing on her experience helping creative clients design financial plans around their lives, Kaylee brings a personalized, practical approach to wealth planning. Her goal is to simplify complex financial decisions so you can focus on what matters most to you.
About / Who I Help
Education & Experience
Accredited Portfolio Management Advisor, College for Financial Planning
Financial Advisor, Innovative Planning Group
Behavioral Financial Advisor, Think2Perform
What I Help With
Bachelor of Business Administration
Education Planning
Financial Planning
Retirement Planning
Debt Management
Risk Management
Tax Planning
“When searching for a financial advisor, it was important that we found someone who was able to understand that our financial goals aren’t only long-term, but are about finding a balance between living our lives to the fullest now while also planning for the future.”
— Elle & Jace. H
Certified Financial Planner (CFP®)
Why I’m Different
Known for her approachable style and ability to simplify complex financial concepts, Kaylee blends strategic expertise with a personal touch - making clients feel both confident and understood. She focuses on integrating lifestyle goals, personal aspirations, and legacy considerations into each client’s unique financial plan. With a background in economics from the University of Minnesota-Duluth and certifications in behavioral finance and portfolio management, Kaylee offers comprehensive financial planning that goes beyond the numbers.
kmcclellan@innovativeplanning.com
651-352-2782
