Kevin Mahoney, CFP® Illumint

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About Kevin Mahoney, CFP®

When my wife and I were expecting our first child a few years ago, many of our initial conversations revolved around personal finance. Can we make student loans payments and save for college? How should we fit child care into our budget? And at what point might we want to buy a new house?

Fortunately, I had a background in finance, so we had a head start on some of these questions. But even so, we still put a lot of effort into researching different acronyms, tax strategies, and companies. I figured that my life was about to get more hectic, and I was concerned that tasks likes these would cut into the limited time I had for date nights and playgrounds.

I often thought, if I had these feelings – even with an MBA in finance – how much more stressed must other people my age be? I realized that I had the ability to offer our generation an uncommon alternative: a financial planning company that’s actually designed for us.

Illumint offers fee-only financial planning specifically for young couples and families. Kevin Mahoney, CFP®, the company’s founder & CEO, helps his peers navigate the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house, and invest our savings. Illumint is located in Washington, D.C., but operates virtually (via video chat) in order to work with people across the country.

My credentials and education:

*CERTIFIED FINANCIAL PLANNER™
*MBA (Finance), Georgia Tech
*B.S. (Business Administration), Georgetown University

I encourage you to schedule a time to chat with me to start getting help with your student loans, budget, and savings options as soon as this week.

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Recently Published

Financial Planning Isn’t Complete Without Advocacy

August 11, 2020

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?

The post Financial Planning Isn’t Complete Without Advocacy appeared first on Kevin Mahoney, CFP®.

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How Should We Merge Finances in a Relationship?

July 15, 2020

It’s the human emotions and different perspectives trips up most couples when they merge finances in a relationship.

The post How Should We Merge Finances in a Relationship? appeared first on Kevin Mahoney, CFP®.

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How Can We Budget With Variable Income?

June 24, 2020

Variable income forces planning that many Millennials never do, which can lead to better results

The post How Can We Budget With Variable Income? appeared first on Kevin Mahoney, CFP®.

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Ideal Clients

  • Coronavirus Relief
  • Home Buying
  • Newly Engaged
  • Student Loan Debt
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee:$249+/mo
  • Flat Fee: $485+/engagement

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