Luminate Financial Planning
Our clients tend to have a few things in common:
- They want to provide the best future possible for their children
- They are too busy with careers, activities, and carpools to focus on their financial goals and investments
- They want unbiased advice with a transparent fee structure
If this describes you and your family, let's have a conversation. Together, we'll build a workable plan that will take you from overwhelmed and unsure to confident and empowered.
The approach? Collaborative, empowering, and ongoing.
Luminate is a fee-only, independent financial planning and investment advisory firm registered in the state of Virginia.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.