Empowering Millennial parents to turn savings into memories with your kids

Financial Planning for Millennials in Washington, DC

Your 8-Course Financial Planning Menu

Your 8-Course Financial Planning Menu

Financial planning for Millennials covers every aspect of your finances. We'll break down our work into bite-sized pieces, though. This focus will help us make the best possible decisions for your family.

First

essential spending, monthly savings, emergency fund, lemon zest 

Second

review of investments, 401(k) rollovers, fennel seed

Third

student loan repayment, other non-mortgage debt, extra virgin olive oil

Fourth

rent vs. buy, down payment savings, home renovations, sea salt

Seventh

life insurance, estate planning, tax-saving opportunities, crispy garlic

Fifth

saving for retirement, work optional benchmarks, caramelized onion

Sixth

college savings, 529 plans, child care costs, hot chilis

Dessert

travel funding, investing for more family experiences, chocolate crumble

"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."

– Meg M.

(19)

"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."

– Laura F.

Financial planning for Millennials means no longer limiting what's possible for you and your kids

You Don't Want to Regret Not Investing Sooner

Financial planning for Millennials means no longer limiting what's possible for you and your kids