Kevin Mahoney
CFP®
Illumint
Founder & CEO
Kevin Mahoney
CFP®
Illumint
Founder & CEO
You're capable of figuring this stuff out, but is that really the best use of your limited time? - Kevin Mahoney, CFP®
Illumint offers virtual financial planning specifically for young couples and families. The Washington, DC-based company specializes in the financial decisions that arise during our late 20s & 30s as we try to pay off student loans, save for a house, and stick to a budget.
Kevin Mahoney, CFP®, is the founder & CEO of Illumint, which offers virtual financial planning specifically for young couples and families. He specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to pay off student loans, save for a house, and stick to a budget. Kevin, who is married with two young kids, holds video meetings at off-hours so that these conversations can wait until after work deadlines, date nights, and bath time. You can schedule a meeting with Kevin here to start getting some financial clarity as soon as this week.
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. Welcome to the Illumint financial community.
Education
CERTIFIED FINANCIAL PLANNER™
M.B.A. (Finance), Georgia Tech
B.S. (Business Administration), Georgetown University
Kevin Mahoney is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
This is what financial planning for our generation looks like
Illumint offers virtual financial planning specifically for young couples and families. The company's founder & CEO, Kevin Mahoney, CFP®, helps his peers navigate the new financial decisions that arise during our late 20s and 30s as we try to pay off student loans, save for a house, and stick to a budget. Illumint is based in Washington, D.C., but operates virtually (via video chat) in order to work with peers across the country. You can schedule a meeting with Kevin here to start getting some financial clarity as soon as this week.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Budgeting
- Paying Off Student Loans
- Purchasing a House
- Child Care & College Savings
- Financial Independence / Retirement
- Tax Strategies
Ideal Clients
- Millennials / Gen Y
- Young Parents
- Engaged & Newly Married Couples
- Rising Young Professionals
Working Together
- Virtual Meetings (Worldwide)
- Evening Scheduling Option
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
-
Kevin Mahoney, CFP® is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Kevin Mahoney, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Kevin Mahoney is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Kevin Mahoney is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kevin Mahoney
Office Locations:
-
WeWork White House
1440 G Street NW
Washington, DC 20005