With a focus on helping you make the most of your savings, especially an inheritance, bonus, and other new money
Financial Planning for Millennial Women
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.
They feel daunting, right? But you don't want to miss an opportunity or regret your inaction
You're capable of managing your money. But doing so during stressful times can feel daunting.
It's common to procrastinate on savings decisions
You're not alone in feeling uncertain about what to do with your inheritance or bonus, no matter the amount. But the best savings advice, specifically for women like you, gets you unstuck. Instead, you feel empowered to spend, save, and invest this money with confidence.
AI has made financial advice more accessible than ever, but there's a gap between what you're told you should do and what you actually do.
They decided to apply.
What made the difference for these millennial women?
As Featured In
As Featured in
You deserve a human 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 meaningful savings to build the life you want.
To do so, I became a Certified Financial Planner (CFP®) and fee-only financial advisor 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.
KEVIN MAHONEY, CFP®
Certified Financial Planner
Fiduciary
Fee-Only
You can reach me any time at kevin@illumintfc.com
Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgeable making financial decisions for my family."
– Meg M.
(36)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
Awards
"Best financial advisor for millennials"
Business Insider
"Top 100 Financial Advisor in the U.S."
Investopedia
"Top Financial Advisor"
Washingtonian
Savings create opportunity, stress, and unfamiliar choices. It's overwhelming at times! Even so, you need to choose to take initiative. Only then can these specific steps empower you to make the most of your money.
1
Apply
2
Understand
Act
3
These Three simple steps will empower you to maximize your inheritance or bonus:
your next steps are your easiest money task in years
These four simple steps will empower you to start thriving financially:
to share what's on your mind
your options and tradeoffs
to grow & protect your money
our first conversation
3 questions about your values
the strategies that best fit you
to put your loved one's money to work
Awards
"Best financial advisor for millennials"
Business Insider
"40 Under 40" Class of 2021
InvestmentNews
"Top 100 Financial Advisor in the U.S."
Investopedia
"Best of D.C." Money Management Services
Washington City Paper
"Top Financial Advisor"
Washingtonian
