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.
Investing is challenging for many Millennials. Not because your investment choices need to be complex. Rather, it's hard to be consistent. Many people fear making a mistake. And most notably, no one ever taught us how to do this.
That's why I manage my clients' investments.
I make sure that you invest new savings consistently. I make sure that you're diversified and minimizing costs. I make sure that your account types align with your timelines for using your money. And I try to reduce your tax burden wherever possible.
The pricing for our work here is billed quarterly, directly from your investments (nothing out of pocket for you):
An upfront payment of $1,725 to secure your spot
A second payment of $1,725 after our plan meeting
I'm happy to offer a refund at any time during our work together if you're not satisfied.
Our work together begins by creating an immediate plan for your finances. The decisions we make then direct our actions in the months to follow. The pricing in this initial phase consists of two parts:
After we've agreed on a financial strategy, we begin implementation, which often involves investment decisions.
Financial Planning + Ongoing Investment Management
0.1875% of investments under advisement quarterly (minimum $1,275)
Please note that financial planning + investment management includes access to:
Complimentary budgeting & expense tracking software
Complimentary retirement planning software (including scenario analysis)
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
