Gaby's savings have grown over the years. Now she's ready to invest more regularly.
Alicia & Tim look forward to lower-stress jobs. But for now, they're making the most of their high salaries.
Maria & Alex never planned on an inheritance, but now they want to make smart, thoughtful choices
Sarah isn't sure yet how she wants to use her savings in the future. So today, she invests for multiple purposes.
You're capable of managing your own money. But are you prepared to handle this lump sum?
You're not alone in feeling anxious about taking care of your inheritance, no matter how large or small the amount. But inheritance advice for Millennial women empowers you to spend, save, and invest this money with confidence.
Millennials just like you saved money for years, but lacked financial direction and confidence.
They Decided to apply.
What changed for them?
You deserve a financial advisor who specializes in your specific life circumstances. And as a Millennial, I understand the financial tradeoffs you face. That's why I chose to specialize in inheritance advice for Millennial women. Let's position your money to build the life you want.
To do so, I became a Certified Financial Planner (CFP®) and fee-only investment manager in Washington, DC. I also hold an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. I live in the Adams Morgan neighborhood of Washington, DC with my wife and boys. Welcome to the Illumint financial community!
You can reach me any time at kevin@illumintfc.com
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(31)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
"Best financial advisor for millennials"
Business Insider
"Top 100 Financial Advisor in the U.S."
Investopedia
"Top Financial Advisor"
Washingtonian
I know financial planning can feel daunting before you start. Even so, you need to choose to take action. Only then can these specific steps empower you to make the most of your inheritance. Why risk making a mistake with this opportunity?
1
Book
2
Answer
4
Select
3
Act
These four simple steps will empower you to take care of your inheritance:
our "get to know you" meeting (free!)
3 questions about what's important to you
the strategies that best reflect your priorities
to put your loved one's money to work for you
our first conversation
3 questions about your values
the strategies that best fit you
to put your loved one's money to work
Business Insider
InvestmentNews
Investopedia
Washington City Paper
Washingtonian