Should I focus on

TREAT YOURSELF
TO FINANCIAL CLARITY

THIS IS WHAT FINANCIAL PLANNING FOR OUR GENERATION 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

We tell you 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

LET'S USE THESE TOUGH TIMES TO TAKE CONTROL OF YOUR MONEY

Millennial financial expert Kevin Mahoney, CFP® designed Illumint to offer virtual financial planning specifically for our generation. 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

We tell you 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

MARRIED, DATING, OR ENGAGED

LET'S REDEFINE TRADITIONAL FINANCIAL ROLES

LET'S REDEFINE TRADITIONAL FINANCIAL ROLES

*START HERE* (+ COVID UPDATE)
GOOGLE REVIEWS
MEDIA

SPEND & SAVE WITH CONFIDENCE

LET'S EMPOWER YOU TO LIVE THE LIFE YOU WANT

GET TO KNOW US

INTRODUCTION

Welcome to Our Financial Community

YOUTUBE CHANNEL

Student Loan Consolidation vs. Refinancing
AS FEATURED IN
FROM THE BLOG
HOW CAN I PAY OFF MY STUDENT LOANS & BUY A HOUSE?
HOW WILL GETTING MARRIED IMPACT MY STUDENT LOANS?
HOW DO STUDENT LOAN REPAYMENT PLANS DIFFER?

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

We tell you 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

ABOUT

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.

YOU

STRATEGIES FOR WHO &
WHERE YOU ARE IN LIFE

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

NEW COUPLES

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

YOUNG FAMILIES

RELEVANT EXPERTISE

STUDENT LOAN DEBT
PURCHASING A HOUSE

529 PLANS
CHILD EXPENSES

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
FIGURING THIS STUFF OUT

BUT IS THAT REALLY HOW YOU WANT TO SPEND YOUR TIME?

HOW WE'RE DIFFERENT
CFP® PRO
You shouldn't settle for anything less than the most rigorous credential in the industry.
FIDUCIARY
We’ve eliminated any incentive for us to work only with the wealthy. We welcome all income levels and investment portfolio sizes.
FEE ONLY
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.
WE'RE NOT YOUR PARENTS' FINANCIAL ADVISOR
NO MINIMUM
WEALTH
You don't need to commute to a lifeless office park anymore. You don't even need to live in the same city as us. Instead, we'll rely on video chat and just meet in person when feasible.
NO PRODUCT
SALES
We base our recommendations on the most time-tested research, so we'll be honest with you when you ask what we think.
EVENING MEETINGS
We tailor every aspect of our business model to address the needs that young people with new or growing families (including us!) face.
PRICING

YOU'RE WORTH THIS INVESTMENT

THRU APRIL, WE'LL OFFER A SERVICE TO REFLECT COVID-DRIVEN UNCERTAINTY

*NEW* RECESSION
PLANNING

  • ONE VIRTUAL MEETING TO PLAN FOR THE MONTHS AHEAD
  • ALL KEY MONEY TOPICS REVIEWED OVER 60 MINUTES
  • TEXT & E-MAIL FOLLOW-UP ON STRATEGIES DISCUSSED
$275 one-time payment

*No other fees or committment*

• 1 CLIENT SPOT REMAINING •

THREE-GOAL
PACKAGE

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
  • 3 VIRTUAL MEETINGS TO ADDRESS THREE KEY NEEDS
  • 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 •

FOUR-GOAL
PACKAGE

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 ADDRESS FOUR KEY NEEDS
  • MEETINGS & IMPLEMENTATION TAKE PLACE OVER 8 MONTHS
  • INCLUDES "YOU NEED A BUDGET SUBSCRIPTION
Month #1: $885

Months #2-8: $315 (monthly)

*If you've lost your job due to the coronavirus, please contact us about pro bono financial advice*

CONNECT

*FREE* STUDENT LOAN TIPS? GET THEM HERE
FORM ADV / PRIVACY POLICY / TERMS

Illumint™ is a Registered Investment Advisor in Washington, DC