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Chloe McKee

@chlo_thefinancepro

546

followers

1170

following

Making money feel simple & empowering
Helping ambitious professionals:
→ Diversify wealth
→ Protect their future
→ Create financial freedom

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Hi, I’m Chloe, the financial planner behind - Chlo the Finance Pro.

I started this with one goal: to help people feel confident, educated, and in control of their money.

For too long, finance has felt intimidating and exclusive. My mission is to make it approachable, empowering, and aligned with your real life.

Whether you’re growing your career, managing a household, or building a business you deserve a plan that supports your goals and your peace of mind.

Here’s to building wealth with intention and confidence. 💗

📸 @mediabychristina by @chlo_thefinancepro

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a year ago

Q4 is here…

Shape up @rowandride @norwell_ac

Open doors @rachael.smith @wilsongroup

Complete your estate planning @trustandwill

Budget for the upgrades @nextgenerationartisans @shinethruinc @notdorks

Harvest your crops @oceansprayinc @redfennelkitchen

Have a lil fun 🎾🎳🎤 @echo_socialagency @rovesocialstudios @pcb.marketing.solutions

The sky is the limit!!

What are you looking forward to in Q4? @wellth.society by @chlo_thefinancepro

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7 days ago

Your business may be your biggest asset. But is it working for your family, too?

Balancing the demands of running a business with your family’s needs can be a lot to manage.

You’re thinking about:
• Growing the business
• Paying yourself strategically
• Protecting your family if something happens to you
• Saving for your children’s future
• Preparing for retirement
• Managing taxes
• And eventually, deciding what happens to the business when you’re ready to step away

The challenge? These decisions don’t exist in separate boxes.

Your business strategy impacts your personal finances. Your personal financial goals impact the decisions you make in your business.

That’s why I believe business owners need to look at the big picture, not just one piece of the puzzle.

Your business should create more than income. It should help create freedom, security, and options for the people you’re building it for.

Let’s make sure your financial plan is keeping up with the business you’ve built.

Your business is part of your wealth. Let’s make sure your wealth is working for your family.

#BusinessOwner #SmallBusinessOwner #FinancialPlanning #BusinessPlanning #WealthBuilding #EntrepreneurFinance #FamilyWealth #FinancialFreedom #BusinessOwners #WealthManagement by @chlo_thefinancepro

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10 days ago

Nearly half of all business owners plan to use investments and savings as their main source of retirement income.

But here’s the question: Is your business building your retirement plan, or are you hoping your investments will do all the heavy lifting?

As a business owner, you have more options than simply saving into an investment account.

Your retirement strategy could include:
• Business-sponsored retirement plans
• Tax-advantaged savings strategies
• Personal investment accounts
• Insurance and income protection strategies
• Business succession planning
• Strategies designed to turn your wealth into reliable retirement income

The goal isn’t just to build a successful business.

It’s to make sure the success you built can support the life you want after you step away.

If you’re a business owner, contractor, trades professional, or entrepreneur, your retirement plan should be built around your business, your income, your taxes, and your long-term goals.

Don’t wait until you’re ready to retire to figure out how your business will fund your next chapter.

Build the business. Build the wealth. Build the exit plan.

Source: LIMRA, Small Business Owners Consortia Study, December 2023 by @chlo_thefinancepro

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12 days ago

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals. by @chlo_thefinancepro

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a month ago

No one handed it to me. I built it.

Started from scratch and building BIG.

One day you’re leaving corporate America, the next you’re changing lives on the path towards financial freedom.

The best feeling? I built this myself. #womeninfinance #financialservices by @chlo_thefinancepro

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a month ago

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role. Let’s connect. by @chlo_thefinancepro

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a month ago

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect. by @chlo_thefinancepro

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a month ago

A month of building, leaning, connecting, and reminding myself that the life I’m creating doesn’t happen overnight.

August looked like…
-Meaningful client & referral relationships
-Continuing to grow as an advisor
-Getting more intentional about who I serve
-Building my business behind the scenes
-Making space for the people + moments that matter
-And learning that sometimes slowing down is part of the strategy

One of my biggest takeaways this month?

You don’t need to have it all figured out to be making progress.

Sometimes the win is the conversation you finally had.
The client you helped feel more confident.
The connection that could turn into something bigger.
The boundary you finally set.
Or simply showing up when you didn’t feel 100%

August wasn’t perfect, it was productive, purposeful, and full of growth.

September 👀 I’m coming for you.

#financialplanner #bluecollarfinance #womeninfinance #mafinancialplanners #wealthmindset by @chlo_thefinancepro

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2 months ago

Congratulations to my dear friend Phil and @notdorks with their Dunk on Cancer Basketball Tournament supporting @bloodcancerunited

So great to meet so many new friends and faces involved in this wonderful cause!

#community #greaterboston #wealthishealth taken in West Roxbury, Massachusetts by @chlo_thefinancepro

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2 months ago

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan. by @chlo_thefinancepro

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2 months ago

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too by @chlo_thefinancepro

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2 months ago