Financial Planning

Financial Planning

Luminary Financial Planning’s goal is to develop a long-term relationship with you to help you through all the stages of your financial life.  Financial planning encompasses all aspects of your financial life and must be tailored to your unique circumstances.  To achieve your financial goals and build a sustainable future, we develop a customized, comprehensive financial plan including:

  • Cash Flow and Budgeting
  • Debt Reduction
  • Portfolio Review and Investment Recommendations
  • Retirement Planning
  • Education Planning
  • Risk Analysis and Insurance Planning
  • Tax Planning
  • Estate Planning

Financial Planning Services includes access to award-winning financial planning website powered by MoneyGuide Pro.

The Financial Planning Process

  • Identify and prioritize your financial goals
  • Gather and organize data and documents through questionnaires and interviews
  • Analyze your financial situation to identify challenges and opportunities
  • Develop a saving and investing strategy to fund your objectives
  • Provide a written plan with recommendations and action steps
  • Assist with implementation of plan tasks and recommendations where needed

Contact us to find out more about our comprehensive financial planning process and learn how a sound financial plan can help you achieve your goals.

Meet the team

Have you met our team?

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

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