Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(25)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
Spending & Saving
How can we modify our spending to save more money?
Student Loans
Investing
Retirement
How much cash should we set aside for emergency savings?
Which income-driven repayment plan will help us balance other priorities?
Does it make sense for us to pay down our student loans more aggressively?
Do we have appropriate investments for our age, priorities, and desired timeline?
What investment decisions should we make when we receive a bonus or equity compensation?
Should we roll over our old 401(k) accounts to our current 401(k) plan?
Are we on track for saving the money that we'll need when we want to work less?
Children
How much house can we afford?
Where should we keep our down payment funds while we continue to save?
Housing
How should we think about saving and paying for college?
Should we invest in a 529 college savings plan? If so, which one?
Taxes
What additional steps can we take to minimize our tax burden this year?
What are the tax implications of how we want to save, invest, and spend our money?
Estate Planning
Should we get life insurance? How much life insurance do we need?
When do we need a will? What are our options for having a will drafted?
The Millennial finance task list that my clients & I work from
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