Financial Planning

You’ve worked hard to be where you are today and would like to provide a wonderful life for your family.

You are concerned about maintaining your lifestyle, paying for college, protecting your family and providing for a comfortable retirement.

You want to spend more time enjoying your life and success than worrying about it. You want sound financial health. You are beginning to recognize that your financial health extends beyond your income and investments. You need to manage career, cash-flow, insurance, investments, taxes, and estate throughout your ever-changing life.


Those decisions as well as factors you can’t control have an impact on your overall financial health. You need an impeccable roadmap crafted by proactive advisors who care just as much as you do about your financial well-being.

The Illumination financial planning approach is a six-step process designed to put the “personal” back in personal finance. Most people assume that financial planning is primarily about money management. In truth, financial planning involves deciding what kind of life you want for you and your family, and determining what decisions you must make to get there.

We incorporate a broad array of expertly managed and integrated financial planning activities to ensure your financial (life) decisions are not made in isolation, but in coordination with your life vision.


Financial Planning is a process. Planning is a verb. It takes action, and is not a one-time expensive event that is presented in a big binder and then put on a shelf to collect dust. Financial plans are worthless; the process of financial planning is imperative.

Our comprehensive financial planning will support you in
the following areas:

  • Goal Setting
  • Cash Flow & Budgeting
  • Debt Management
  • Asset Allocation
  • Retirement Planning
  • College Planning
  • Major Goal Funding (e.g. Downpayment)
  • Employee Benefits
  • Insurance Planning & Analysis
  • Tax Planning
  • Estate Planning
Start Creating Wealth Now Click here to schedule a complimentary discovery meeting