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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Should You Wait to Buy a House if You Have a Low Mortgage Rate?

With mortgage rates climbing, a housing market reset has arrived. But that doesn’t mean you need to wait to buy a house if you value that life change

July 1, 2022

Housing

Frameworks For Thinking About Money

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