Our financial planning meetings mostly will take place over Zoom. But I'm happy to meet in person whenever a match or personal travel brings you to Washington, DC. I'll also let you know any time I'm near your home city.
Our financial planning meetings mostly will take place over Zoom. But I'm happy to meet in person whenever a match or personal travel brings you to Washington, DC. I'll also let you know any time I'm near your home city.
Our first meeting will focus on your biggest questions, concerns, & interests
After you sign up, I'll send you a light "homework" to start. Don't stress, you shouldn't need much more than 20 minutes.
Early Off-Season: Meeting #1
Our work in this meeting will start with your financial foundation, such as your spending and savings habits.
We'll also put together a financial strategy for your upcoming off-season. What do you want to do? What financial changes do you anticipate?
Early Off-Season: Meeting #1
Before training camp starts, let's discuss what in-season financial moves you should make
We'll build on our first meeting to discuss new opportunities for your money: new accounts, new tax savings, new long-term tactics
Late Off-Season: Meeting #2
The second meeting typically includes a lot of education: new terms, rules, and options. We'll work to make the complexity feel comfortable.
Money shouldn't be a distraction for you during the season. Let's get you feeling financially set for the next 10 months.
During this break, let's review your financial year so far and plan for what the off-season may bring
We'll build on our second meeting to discuss new opportunities for your money: new accounts, new tax savings, new long-term tactics
Club Break: Meeting #3
The second meeting typically includes a lot of education: new terms, rules, and options. We'll work to make the complexity feel comfortable.
Money shouldn't be a distraction for you during the season. Let's get you feeling financially set for the next 10 months.
This isn't a set schedule. I'm happy to meet during the season if that works for your life. Also, if anything unexpected comes up, I'm always here via text, phone, video, and/or social.
This isn't a set schedule. I'm happy to meet during the season if that works for your life. Also, if anything unexpected comes up, I'm always here via text, phone, video, and/or social.
Financial progress doesn't need to wait unitl you leave the pitch.
Here's What We Can Accomplish Together in Just One Season
Create an emergency savings fund
Get started.
Early Offseason
Late OffSeason
Gain momentum.
Wonder why you waited.
Club Break
Spend more on high-value expenses
Optimize your NWSL 401(k)
Invest for your post-playing career
Identify new tax savings options
Automate your financial tasks
Feel excited about off-season plans
Feel less stress about your future
Feel confident you're building wealth
Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(31)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
