Inheritance Advice for Millennial Women

If you’re a Millennial woman receiving an inheritance, you may feel unsure where to start. What should you do with the money? How can you avoid mistakes? And what if the amount isn’t huge, but still matters to you?

You’re not alone. I’m Kevin Mahoney. I’m a Certified Financial Planner (CFP®) offering financial planning for Millennials in Washington, DC. I specialize in inheritance advice for Millennial women who seek financial clarity and confidence.

Many of my clients have never worked with a financial advisor before. That’s okay. You don’t need to know the right questions to ask. I’ll guide you.

Whether you’ve already received the money or expect the inheritance soon, we can talk through what comes next.

A Financial Advisor Who Gets You
Most financial advisors focus on retirees. I’m different. I work with people in their 30s and 40s, especially those managing inherited money.

It doesn’t matter if you’re receiving $25,000 or $250,000. Even a modest inheritance can be a turning point. What matters is making choices that support your future.

I’m a fiduciary and fee-only financial advisor in Washington, DC. That means no sales, no commissions, and no pressure. My advice is always focused on your best interest.

Your Inheritance Isn’t Just a Financial Decision
An inheritance can create feelings of stress, guilt, and sadness. It’s emotionally complicated. You should feel free to talk about what’s on your mind. Then we’ll build a plan around what really matters to you.

We’ll identify what feels urgent and what can wait. We’ll cover spending, investing, and tax strategies. And we’ll make sure that your choices in each category align with what you want from life. Ultimately, I want to create a plan that feels right to you.

My role is to take this financial weight off your shoulders. I’ll simplify the decision-making process so you can feel like you have a clear path forward.

Based in DC, Focused on Millennials.
I live in Washington, DC, with my wife and two kids. We love soccer at Audi Field, concerts at The Anthem, and dinners at Maydan.

We’ve faced many of the same money questions you may have: from saving for a down payment to spending on travel. That’s the world my advice comes from.

I studied business at Georgetown and then earned my MBA in finance from Georgia Tech. Now, I use this knowledge to help Millennial women make smart, values-driven decisions with their money.

Start Here
You can start with a brief conversation, at no cost or commitment to you. I’ll answer your questions and explain how I can help. Then we can move on to the next steps when you feel ready.

In the meantime, I encourage you to check out my website to learn more and schedule a time to chat.