The Numbers You Have Been Waiting For: 2022 IRS Limits
Are you planning your investment strategy for 2022? You may first want to look at the recently released IRS 2022 contribution limits. Some of the
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You’ll receive recommendations on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.
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We are a fee-only financial planning firm based in Washington, D.C and we work with clients nationwide. It’s our passion to help professionals in their 30s and 40s elevate their finances and maximize their money.
We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We give top-notch advice on your investments (401k, IRA, brokerage), cash, taxes, retirement planning, insurance, house buying decisions, debt, college savings, and estate planning.
We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors meaning we have an obligation to act in your best interest. We will meet you where you are and help align your money with your values.
If you’re trying to make this world a better place, we want to partner with you to help you achieve your financial goals.
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He has an MA in International Relations from Johns Hopkins and is the recipient of the 2021 Financial Planning Association Diversity Scholarship. He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. Alvin enjoys hiking, swing dancing (pre-pandemic), and playing Ultimate Frisbee.
Financial Planner & Managing Partner
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
Financial Planner
Kateri believes there are 3 things a person can do with money to improve their financial health: earn it, save it, and grow it. She’s most passionate about the 3rd – and making all three work to facilitate the life of her client’s design. She holds an MBA from The Wharton School at UPenn and is a Woodrow Speir Fellow for outstanding character, integrity, and leadership. She graduated from Duke University Phi Beta Kappa, Cum Laude, and Dean’s List with Distinction.
Kayla has been helping clients optimize their personal finances since 2009. With a background in financial counseling and education, Kayla is passionate about helping people prioritize and reach their financial goals. She is originally from a small mountain town in California, but currently resides in Colorado where she is raising her 3 children.
Financial Planner
Tec is the Chief Investment Officer of Vibrato Capital LLC, a private investment office that oversees both tax-exempt and taxable portfolios. He brings experience in institutional investment management. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust and Cambridge Associates. Mr. Han graduated from Vassar College with a BA in Economics. He earned his MBA from the Johnson School of Management at Cornell University.
Partner
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
Partner
Are you planning your investment strategy for 2022? You may first want to look at the recently released IRS 2022 contribution limits. Some of the
It’s no secret that 2020 and 2021 were challenging years to say the least. We are going on two years of living through a global
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District Capital Management, LLC is a Registered Investment Advisor in Washington, DC, California, Illinois, Maryland, and Virginia.
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