Each month, I share a free newsletter about money with 904 other Millennial parents. We talk about how to turn your money into memories with your family. 

Hi, I'm Kevin.

Hi, I'm Kevin. I write a free newsletter about money for 904 other Millennial parents. We talk about how to turn your money into memories.

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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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The 10 Best Financial Advisors in Washington, DC (2024 Update)

Your 2024 list of the 10 best independent financial advisors in Washington, DC

January 31, 2024

Financial Planning

Frameworks For Thinking About Money

Financially Well by

A Millennial couple holds hands while standing next to a pair of baby shoes

Monet & the Reality of Luck

With money, as in art, focusing on what we can control may not be enough. We also need a little bit of luck along the way.

January 15, 2024

Financial Planning

A Millennial couple holds hands while standing next to a pair of baby shoes

Bluey & The Limits of Structure

Bluey disregarded the structure of children’s cartoons to fit the creator’s objectives. What if we took the same approach with our money?

December 1, 2023

Investing

A Millennial couple holds hands while standing next to a pair of baby shoes

Taylor Swift & Self-Awareness

As Taylor Swift learned, self-awareness teaches us that the safest thing we can do with our money may be what seems risky to outsiders

July 1, 2023

Budgeting

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