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

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.

Schedule a free consultation

Here’s how the financial planning process works:

  • 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 video conference.

  • 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 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 collaborate on your plan through a series of meetings.

Schedule a free consultation

Click the link below to choose a time that works for you.

Start a Conversation

Frequently Asked Questions

  • Our 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 requirements.

    • 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

  • Not yet.

    However, feel free to start pulling them together.

  • 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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