You Don't Need to Pay For Financial Guidance
But are you one of the many Millennials who will remain distracted or stuck if you don't?
But are you one of the many people who may get stuck if you don't?
Through our relationship, I want you to avoid financial missed 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 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.
An upfront payment of $3,475 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 three months. So I structure your payments to reflect that:
Nothing more after that. No surprise fees, commissions, or product sales.
A final payment of $3,475 during month #3
The annual cost then decreases in following years, on average by 66%. The reason? We'll create a sustainable financial strategy together. So most of my Millennial clients only need me for occasional check-in meetings going forward.
(Please note that investment management services are available upon request.)
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.
Track your high-value expenses
Roll over your old 401(k) accounts
Open a new investment account
Identify potential tax savings
Calculate your life insurance needs
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
