I'm a CFP® who specializes in message-based financial guidance for Millennials just like you. And it's only $95.

Financial Guidance for Millennials

I'm a CFP® who specializes in message-based financial guidance for Millennials just like you. And it's only $95.

Be Decisive

Financially Well by

Personal finance should feel simpler, less daunting, and more accessible when you need to make decisions for your family. The articles that I'm sharing here offer frameworks for how you can move closer to this rewarding reality. 

Hi, I'm Kevin! I write about frameworks that Millennials can use to think differently about personal finance. I would love for you to feel confident about how you spend and save your money.

Why is this important to me?

 In my work as a financial advisor in Washington, DC, Millennials like you regularly ask for more practical, empathetic info about investing. I designed Financially Well to address this need.

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Financial Planning for Millennials?

Reservations

Can Millennials Create a Will Without a Lawyer?

Can Millennials Create a Will Without a Lawyer?

Millennial parents need to understand what they’re buying when they create a will through low-cost, online services

January 15, 2022

Parenting

Frameworks For Thinking About Money

Financially Well by

True financial planning demands voting and advocacy

Financial Planning Isn’t Complete Without Advocacy

I’ve committed to always acting in my clients’ best interest. But if I don’t start advocating for systemic changes, am I really upholding that standard?

August 11, 2020

Values

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