What you'll pay to finally cross this off your list
Information is more plentiful than ever. You're buying a guide, sounding board, and accountability partner
But are you one of the many people who may get stuck if you don't?
Through our relationship, I want you to avoid missed financial opportunities, regrets, and general FOMO. And you can do so without needing to commit to a financial advisor on an indefinite basis.
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.
An upfront payment of $2,700 to start our work together
Our work together will span a full year. But our most critical financial planning tasks take place during the first four months. So I structure your payments to reflect that:
Nothing more after that. No surprise fees, commissions, or product sales.
Three automatic installments of $1,600 at 30, 60, and 90 days
In the years that follow, we’ll hold an annual financial planning review meeting to update your strategy as life changes and new questions arise. I'm also available to address brief questions by email or phone as needed. This service consists of two payments of $875.
I'm still by your side after the first year
Good Reasons Not To Work With Me
You're just getting started with basic budgeting and debt management
You love personal finance, so you just want a quick review of your decisions
You want an advisor who also sells insurance, investments, or bank products
You want an advisor who says he can outperform the overall stock market
You're a Millennial woman who wants to better understand her options
You've accumulated meaningful savings that you want to use thoughtfully
You're facing financial tradeoffs, such as investing vs. lifestyle upgrades
You're ready to take action on a strategy that addresses all aspects of your life
Good Reasons To Work With Me
You've waited long enough. Financial improvement shouldn't take years.
Here's What We Can Accomplish Together in Just 30 Days
Create an emergency savings fund
Get started.
Day 1
Day 7
Day 30
Gain momentum.
Wonder why you waited.
Invest a portion of your inheritance
Roll over your old 401(k) accounts
Track your high-value expenses
Identify potential tax savings
Create buckets for big purchases
Feel confident about your cash flow
Feel less stress about investing
Feel excited about building wealth
Awards
"Best financial advisor for millennials"
Business Insider
"Top 100 Financial Advisor in the U.S."
Investopedia
"Top Financial Advisor"
Washingtonian
