Empowering Millennial parents to turn savings into memories with your kids

Financial Planning for Millennials in Washington, DC

You should spend money now without guilt

Not all of it, of course. But money is only a means to an end. In order to make the most of your life at every age, you need to spend the money that you earn.

Values

Your time is more valuable than money

You see your kids growing up fast. Using your money to gain control of your time is the most powerful way to take full advantage of life's fleeting moments.

Retirement accounts are overrated

Saving money for your much older self is important. However, you also need to invest in more flexible accounts that you can access throughout your life.

Your child needs a college tuition limit

Expensive brand-name colleges don't lead to more life satisfaction or higher earnings. Minimizing student loan debt is one of the best ways to ensure that your child thrives.

"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