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    District Financial Planning

    4.8 (14 reviews)
    Closed 9:00 am - 5:00 pm

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    1 year ago

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    3 years ago

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    Jeffrey S.

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    11 years ago

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    11 years ago

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    8 years ago

    Jeff went beyond the call of duty to assist my wife and I with our financial planning, and offered very helpful insights. Much appreciated!

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    13 years ago

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    Review Highlights - District Financial Planning

    Whenever I need advice, have a question or want to reevaluate my plans, Jeff immediately responds to my needs.

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    Illumint by Kevin Mahoney, CFP - Kevin Mahoney, CFP® is based in Washington, DC, but works with Millennial couples around the U.S.

    Illumint by Kevin Mahoney, CFP

    (20 reviews)

    Shaw

    It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

    Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

    Wealth Over Now - Founder, Keina Newell

    Wealth Over Now

    (6 reviews)

    Shaw

    KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

    I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

    Community Ladders

    Community Ladders

    (11 reviews)

    If it weren't for Bill, who founded Community Ladders, my family would still be drowning in debt…read more He helped us refinance our house and still keep lots of equity. It's not an overstatement that he saved our lives. I can't recommend him highly enough. He's honest, tenacious and accommodating, taking my phone calls anytime of the day. He was very encouraging, which helped us immensely. We were able to get the refi done in a matter of a couple of weeks. To put it in perspective, we tried to refinance with Washington Home Mortgage about a year ago and it was the most horrible experience we've ever had. The process lasted over four months, the mortgage officer was rude, constantly complaining about how long his commute is (uh, not our problem??). He once YELLED at me over the phone. His boss, Diego Calderon, who is the president of WASHINGTON HOME MORTGAGE, was impossible to get a hold of. The paperwork was endless and the lender was miserable and in the end, we walked away when we discovered over $18,000 in hidden fees. There are a lot of nasty people out there. Bill's one of the good ones. I can't recommend Community Ladders highly enough. If I could give a million stars, I would.

    I'm not even technically a Community Ladders client yet, but Bill has helped me more than all of…read morethe people who actually stood to make money off of me combined. I recommend them wholeheartedly. I'm in the daunting process of trying to buy my first house, and my personal finances were a hot mess. A friend from the dog park referred me to Bill when my first deal started to go pear-shaped. I was blown away by how much time and energy Bill devoted to advising me, running different scenarios, researching, and generally talking me off a few different ledges. Everyone else in the process was just yes-ing me to death -- my agent, the various mortgage brokers -- but Bill gave me the much-needed dose of reality. I ended up killing that deal (oh, and p.s. Bill was right: he worried that my contract price was too high, and the house immediately sold for $30K less than my contract price). In the meantime, and thanks to Bill's advice, I've worked on reducing my expenses and fixing a lot of Bad on my credit report. I'm in a much, much better financial position now, just a month and a half later, and just about ready to try that whole homebuying thing again. Thanks, Bill! Oh, and the only reason I'm not yet a Community Ladders client is that they have a waiting list. They're that good. So you should sign up now -- but I'm first!

    District Financial Planning - financialadvising - Updated May 2026

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