Your free consultation!

Kevin Estes portrait. Smiling and wearing a dark gray suit and black shirt in front of a dark brown background.

I’m Kevin Estes, CFP®, MBA - a comprehensive hourly financial planner. I do my best work with T-Mobile employees and their families.

My specialties include:

  • Equity compensation

  • Financial independence

  • Real estate

  • Education planning

  • Illustration of two people chatting. One is in blue. The other is in green. Word bubbles are above. In front of a dark gray background.

    1. Free consultation

    We'll mutually determine fit in a free virtual meeting.

  • Illustration of a roadmap. It is a windy road in white, blue, magenta, and green. In front of a dark gray background.

    2. Draft a roadmap

    We'll determine your financial priorities and engagement scope.

  • Illustration a blue and white snow-capped mountain. Green dots mark points on a dashed trail on the way to a green flag at the summit. In front of a dark gray background.

    3. Develop your plan

    We'll co-create your financial plan in a series of collaborative meetings.

What is a free consultation?

An approximately 45 minute Zoom conversation for us to mutually determine fit.

Have more questions?

  • The meeting would prioritize you and your family.

    We’d focus on your:

    • challenges,

    • opportunities, and

    • questions.

  • Your income and assets.

    Unlike other advisors, I don’t have minimum income or asset requirements. I don’t need to “qualify” your finances.

    • Invite all the adults in your family who make financial decisions with you

    • Consider your ideal advisor relationship

    • Have a sense of what you’d like your money to accomplish

    • Bring questions for me

    • Be yourself

  • No, not yet.

    However, feel free to start pulling them together. They'd be needed later.

  • Your time, which we both value!

    There’s no charge for the initial meeting(s) to develop your roadmap.

    After that, the cost is $250 per hour.

Not quite ready to schedule an appointment?

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