About Us ...

Sally Kennedy, CFP®, EA

Sally

Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards, Inc. She is a Registered Investment Advisor and holds a Certificate in Financial Planning from Boston University. She received a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to running a business) from Ohio State University and holds a Master of Arts in German Literature from Middlebury College. She is an IRS Enrolled Agent, a federally licensed tax practitioner who specializes in taxation and has unlimited rights to represent taxpayers before the IRS. Before that she was a successful software engineer for 18 years.

Real Financial Planning ADV Brochures

The U.S. Securities and Exchange Commission and state securities authorities require investment advisors to submit a plain English brochure describing their fee schedule and other information. You can read more about the Form ADV requirements at this SEC site.

Real Financial Planning's ADV brochure .
Sally's ADV brochure supplement .

NAEA Member
FPA Member
NAPFA Member
CFP