Is This Service A Good Fit For My Organization?

Kevin delivers the most value when your goals and circumstances align with his expertise and passion. He typically works with:

COMPANIES

that seek to retain and/or attract highly-educated Millennial employees

EMPLOYERS

who have embraced research showing that reducing financial stress among young workers can boost productivity

leaders

who want to demonstrate that they understand and support young talent within their organization

One-Time Workplace Workshop

Quarterly Workplace Workshops

One-on-One Employee Meetings

One-hour presentation, followed by a Q&A session with employees 

Custom financial topics based on executive and employee requests 

Text and e-mail information for employee follow-up questions

Four one-hour, in-depth presentations on specific financial topics

Four one-hour, in-depth presentations on specific financial topics

Text and e-mail information for employee follow-up questions

Eight meeting hours (split over two days) with employees

Company-wide e-mail summarizing most common questions and advisor guidance

Text and e-mail information for employee follow-up questions

SCHEDULE A BRAINSTORMING CALL

Kevin Mahoney, CFP® has partnered with a variety of organizations across industries to help Millennial employees flourish in their careers. 

Let’s empower your team to see that their work can support a strong financial future for them and their families.

PAST PARtnERS

Interested in joining other companies who have supported Millennial employees with more than the standard benefit package?

let's chat

Ryan Frailich, CFP®
Founder, Deliberate Finances

"Kevin is one of the planners I turn to when thinking through challenging planning situations. He asks thought-provoking questions, provides useful perspective, and challenges me to view problems differently. He's also always quick to help others in times of need, setting a model for the industry." 

NAME OF TESTIMONIAL, COMPANY NAME IF NEEDED

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What Does a Partnership with Kevin Look Like?

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Schedule 

Identify

Build

Retain

a brainstorming session

with Kevin the financial pain points that your employees face

with Kevin a custom financial wellness program

Millennial employees who feel confident about their financial futures

BOOK YOURS NOW

Kevin can bring to your company the same effective advice he has provided to his Millennial clients, including how to:

Repay student loans using the most appropriate repayment strategy

Save for a down payment while juggling other financial responsibilities

Invest savings account funds in the stock market to maximize growth opportunities

Prepare for upcoming child-related expenses, such as child care

Schedule a 30-minute Brainstorming Session

Tell Kevin about your goals and we’ll start to plan for how he can help you and your team

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