Illumint by Kevin Mahoney, CFP®

"My husband and I have loved working with Kevin. He is thoughtful, transparent, non-judgmental, and easy to talk to. He is also very responsive and communicates complex financial terms in a manner that is easy to understand. Unlike previous financial advisors we’ve worked with, he’s not selling or pushing anything and truly has his clients’ best interests at heart. We absolutely loved the thought exercise he had us do when we first started working with him, which is just an example of how he encourages his clients to think about what they truly value and then come up with a plan for prioritizing those values. The financial advisement process can be scary, especially in these crazy times, but Kevin has a unique ability to simplify the terms and make the advisement process much less overwhelming. Dare I say it, he even makes it fun! I would recommend him to anyone who is looking for someone who can help them achieve their financial objectives and present them with creative options to meet their short and long-term goals. As a woman, I’m continually surprised at how many men my husband and I engage with on a transaction-type basis, whether it's a car dealer, realtor, mortgage lender, etc. who primarily address my husband and not me throughout the process. Kevin has always engaged us both equally and goes out of his way to make sure both of our perspectives are heard."

"Kevin has been instrumental in helping my husband and I figure out our finances and planning for our future. He has helped us prioritize our goals--like buying our first house--and feel confident in how we are spending and saving money. When we met Kevin, we had just gotten married and were still figuring out how to look at our income and assets collectively as opposed to individually. He helped us think through our investments as a unit and our budget so that we could make the changes we needed to meet our goals. Working with Kevin has been one of the best decisions we have made in our first year of marriage as it has helped us make short-term and long-term financial decisions together based on our priorities as a family. If you are someone who feels a little lost (and maybe not totally seen) by all of the advice out there on planning/ saving/ investing, I would recommend meeting with Kevin."

"My husband and I really enjoyed working with Kevin to not only develop a sustainable financial plan, but actually become financially literate. Kevin was always willing to answer any and all questions and helped demystify financial planning for us. Most importantly, he helped us reframe how we approach saving, budgeting, and investing, which will pay dividends for us in the long term. I highly recommend Kevin, especially for young professionals looking to understand personal finance and investing but don’t know where to start."

"If you’re looking for financial support to help you feel more confident & prepared when it comes planning for your future (or even the right now), look no further. When first searching for someone, I felt overwhelmed. I came across Kevin & was immediately put at ease by his calming demeanor and thoughtful questions about MY financial goals. Kevin’s approach is customized and thorough. He has no preset expectations & works to understand and support YOUR goals. He has helped my partner & me have great conversations about our financial future — what our priorities are, what our time horizons are, etc. It’s quite honestly felt like supportive financial therapy in the best way possible. I’d highly recommend Kevin to other professional women that either don’t feel confident in how they are planning for the future, or need an extra boost to ensure they’re maximizing the chance of meeting their financial goals."

"Kevin has helped my husband and I tremendously over the last couple of years in navigating our finances. When we first met with Kevin, we were fortunate to be a dual income family and have already achieved a few financial milestones; however, we knew we weren't efficiently investing and lacked clarity in our goals. Working with Kevin helped my husband and I identify and clarify our long term and short term goals and laid out a clear financial plan for our dual incomes. This has given us the confidence for one of us to take time off of working, knowing our financial status allows us to do so. We highly recommend working with Kevin!"