About Us

About Us

Luminary Financial Planning is a boutique fee-only financial planning and investment advisory firm located in Modesto, California.  Recognizing that women have unique financial concerns, we specialize in serving women and their families.  No matter what stage in life you are, whether recently divorced, on the cusp of retirement, or overwhelmed by the obligation that often comes from recently inherited money, we help unburden you by simplifying the financial planning process.  We do that by helping you take control of your finances and gain clarity around your money.  Ultimately, our success lies in your financial peace of mind.

We work with you to demystify the financial planning process free of stress, anxiety, or fear of uncertainty.  We excel at helping you grow, manage, protect, and distribute your wealth.  We partner with you to plan, save, and invest your money wisely.

Our goal is to inspire individuals like you to live life on your terms and own your dreams and aspirations.  We empower you to take control of your financial life, make good financial decisions, and develop a healthy relationship with money while maintaining balance in all you hold important.

We specialize in providing financial planning and investment management services for women because we believe all women deserve financial peace of mind.  We help you through a collaborative, co-creative, and constructive financial planning process that does not feel like a root canal.  We do this by offering a non-intimidating, non fear-inducing environment where you can feel comfortable asking questions with assurance that you’ll get direct responses in plain English.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved