I only work with 24 clients each year, so I currently have a 3-week wait list.

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Financial Planning for Millennials in Washington, DC

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 drain your checking or savings account balance.

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.

The annual cost then decreases in the following years, on average by 66%. The reason? We created a sustainable financial strategy together. So most of my Millennial clients only need me for occasional check-in meetings going forward.

A second payment of $3,275 to start month #2

A final payment of $3,275 to start month #3

And I'm happy to offer a refund at any time during our work together if you're not satisfied.

Our most critical financial planning work takes place during the first three months. So I structure your three payments to reflect that:

Then that covers your financial planning for the full year. No commissions, no financial products sold at you.

Investment management available as an additional service upon request

An upfront payment of $3,275 to secure your spot

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

Financial planning for Millennials empowers you to stop limiting what's possible for you and your family

You don't want to regret not investing sooner

What are you Saving for?