Should you focus on

TREAT YOURSELF
TO FINANCIAL CLARITY

THIS IS WHAT A FINANCIAL PARTNER FOR MILLENNIAL FAMILIES LOOKS LIKE

We specialize in the unique challenges that young families & couples face

PEER-DESIGNED

From online meetings at night to text exchanges, we interact with you in ways that actually work for your life

ACCESSIBLE

You'll know your total cost upfront (hint: it's down below!)

TRANSPARENT

We donate 5% of all the revenue we receive to an organization that seeks to improve financial literacy in children

SOCIALLY RESPONSIBLE

IN THESE UNCERTAIN TIMES, YOU CAN TAKE CONTROL OF YOUR MONEY

Millennial financial expert Kevin Mahoney, CFP® designed Illumint to provide online financial planning for Millennials specifically. A fee-only financial advisor, Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s. Illumint is located in Washington, DC, but helps couples around the U.S. with student loans, buying a house, & investing their savings. Kevin, who is married with two young kids, works with clients at night over video so that these conversations can wait until after work deadlines, date nights, and bath time. We'd be delighted to have you join this unique financial community!

We specialize in the unique challenges that young families & couples face

You'll know your total cost upfront (hint: it's down below!)

We donate 5% of all the revenue we receive to an organization that seeks to improve financial literacy in children

From online meetings at night to text exchanges, we interact with you in ways that actually work for your life

WHY

You may currently wonder how you can afford to buy a house while still making student loan payments. Perhaps you're stressed about how to fit child care and college savings into your budget. Or you may just have extra cash in your savings account that you think you should invest. When my wife and I got married and later prepared to have our first child, many of our conversations revolved around these same personal finance questions.

With a background in finance, I had a head start on some of these common Millennial money questions. But even so, we still put a lot of effort into researching our options and agreeing on a plan. We both knew that our lives were about to get more hectic, and we were concerned that these financial tasks would cut into the limited time we had for date nights and playgrounds.

I often thought, if I have 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, specifically designed for us, by a peer and Certified Financial Planner. Welcome to Illumint.

MEDIA

SPEND & SAVE WITH CONFIDENCE

YOU SHOULD FEEL EMPOWERED TO BUILD THE LIFE YOU WANT

GET TO KNOW US

INTRODUCTION

Welcome to Our Financial Community

YOUTUBE CHANNEL

Student Loan Consolidation vs. Refinancing
AS FEATURED IN

We specialize in the unique challenges that young families & couples face

You'll know your total cost upfront (hint: it's down below!)

We donate 5% of all the revenue we receive to an organization that seeks to improve financial literacy in children

From online meetings at night to text exchanges, we interact with you in ways that actually work for your life

JOIN

READY TO PUT YOUR MONEY TO WORK?

YOU CAN PICK A TIME TO CHAT OR START WITH OUR *FREE* ONE-PAGE PLAN

YOU

PLANNING FOR WHO &
WHERE YOU ARE IN LIFE

CLIENTS LIKE YOU

We've worked with couples on managing their student debt, including through refinancing. Then, we evaluated what they might want to save for retirement and how much they can spend on a new house.

IN A LONG-TERM RELATIONSHIP

We've helped parents with a new baby determine the best way to begin saving for college. Then, we identified good options for paying for home improvement projects and getting tax breaks on child care.

EXPECTING OR RAISING CHILDREN

YOUR KEY GOALS

REPAYING STUDENT LOANS
PURCHASING A HOUSE

OPENING A 529 PLAN
PREPARING FOR KIDS

BUDGETING
MERGING ACCOUNTS

TAX STRATEGIES
RETIREMENT CATCH-UP

INVESTING SAVINGS
EMERGENCY FUND

STUDENT LOAN DEBT
PURCHASING A HOUSE

INVESTING SAVINGS
529 PLANS

BUDGETING
MERGING ACCOUNTS

TAX STRATEGIES
RETIREMENT CATCH-UP

FACTS

YOU'RE CAPABLE OF NAVIGATING
THIS CONFUSING INDUSTRY

BUT YOUR LIMITED TIME SHOULDN'T KEEP YOU FROM FINANCIAL STABILITY

HOW WE'RE DIFFERENT
CFP® PRO
You shouldn't settle for anything less than the most rigorous credential in the industry.
FIDUCIARY
We've committed to always making recommendations that are in your best interest, so we'll be honest with you when you ask what we think.
FEE ONLY
We’ve eliminated common industry incentives that reward working only with the wealthy. We welcome all income levels and investment portfolio sizes.
RETHINK WHAT'S POSSIBLE WITH A FINANCIAL ADVISOR
NO MINIMUM
WEALTH
You don't need to commute to an office park anymore. You don't even need to live in the same city as us. Instead, we'll rely on video chat to accomplish your goals.
NO PRODUCT
SALES
We don’t sell any products and we don’t accept commissions from other companies. You only pay a flat rate, and you always know the amount in advance.
EVENING
MEETINGS
Every aspect of our business model seeks to address the needs that young adults with new or growing families (including us!) face.
PRICING

YOU'RE WORTH THIS INVESTMENT

THIS ISN'T ABOUT A DOCUMENT, BUT ALIGNING YOUR MONEY & YOUR VALUES

SINGLE-ISSUE
PLAN

Designed for those who feel stressed about one pressing financial issue, and would love to work with a financial advisor to address that topic
  • 1 VIRTUAL MEETING TO ADDRESS ONE KEY GOAL
  • MEETING & IMPLEMENTATION TAKES PLACE OVER 2 MONTHS
  • TEXT & E-MAIL FOLLOW-UP WITH ADVISOR AS NECESSARY
Month #1: $445

Month #2: $445

• 2 CLIENT SPOTS REMAINING •

STRATEGIC
PLAN

Designed for those who feel stressed about a few pressing financial issues, and would love to have access to a financial advisor for several months to gain clarity
  • 2 VIRTUAL MEETINGS TO ADDRESS THREE GOALS
  • MEETINGS & IMPLEMENTATION TAKE PLACE OVER 6 MONTHS
  • TEXT & E-MAIL FOLLOW-UP WITH ADVISOR AS NECESSARY
Month #1: $885

Months #2-6: $295 (monthly)

• 1 CLIENT SPOT REMAINING •

COMPREHENSIVE
PLAN

Designed for those who would like to address the major components of their financial picture, and have access to a financial advisor for much of the year ahead
  • 4 VIRTUAL MEETINGS TO PLAN FOR THE LIFE YOU WANT
  • MEETINGS & IMPLEMENTATION TAKE PLACE OVER 8 MONTHS
  • INCLUDES "YOU NEED A BUDGET" SUBSCRIPTION
Month #1: $885

Months #2-8: $315 (monthly)

We understand: you work hard for this money. You deserve to get pointed in the right direction.

CONNECT

*GET OUR ONE-PAGE FINANCIAL PLAN FOR GEN Y*