AS FEATURED IN
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
APPLY HERE
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
Are you ready to join the Millennials at these organizations in learning how to make your money work for you?
START HERE:
THE MILLENNIAL INVESTMENT QUIZ
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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Apply
Identify
Build
Retain
to Kevin's financial wellness program
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
2-MINUTE FORM HERE
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
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