Welcome! I’m Kevin Estes, CFP®, CCFC, MBA - a financial planner who helps tech professionals and their families live great lives. My specialties include:
- equity compensation
- real estate
- education planning, and
- financial independence
Here's how the financial planning process works:
1. Free Consultation
We'll mutually determine fit in a virtual meeting.
2. Draft a roadmap
We'll determine your priorities and engagement scope.
3. Develop your plan
We'll collaborate on your financial plan through a series of meetings.
Schedule a free consultation
Click the link below to choose a time that works for you.
Frequently Asked Questions
What would we discuss?
Our meeting would prioritize you and your family.
We’d focus on your:
- challenges,
- opportunities, and
- questions.
What wouldn't be a focus?
Your income and assets.
Unlike other advisors, I don’t have minimum requirements.
How should I prepare?
- Invite all the adults in your family who make financial decisions
- Have a sense of what you’d like your money to accomplish
- Consider your ideal advisor relationship
- Bring questions
- Be yourself
Should I bring any documents?
Not yet.
However, feel free to start pulling them together.
What does it cost?
Your time, which we both value!
There’s no charge to develop your roadmap.
After that, the cost is $250 per hour.
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