Financial Planning

You’ll get an unbiased, holistic view of your household spending needs today, and long into the future. These help you chart a smooth and rewarding course on your journey.

Investment Management

Our customized approach serves the growing needs of women at every stage of life by implementing sustainable and long-term strategies based on your unique financial profile.

Divorce Financial Planning

We help you manage major life transitions like divorce or the loss of a loved one; giving you the knowledge and confidence to make informed, game-changing decisions.

Embrace. Empower. Educate.

Whether you’re experiencing a major life transition like divorce, retirement, or the loss of a loved one – you are not alone. Each of us here at Lumina has walked through similar circumstances in our own lives. Together, we have helped hundreds of others successfully navigate these challenges.

We know that right now, money may be the last thing you want to think about. But… we also know that this is an opportunity for you.

Today, you have the chance to make smart choices that empower you, build your self-confidence, and support your goals. The decisions you make now will impact your financial well being and long-term independence.

GET THE CUSTOMIZED SUPPORT & GUIDANCE YOU NEED TO THRIVE

Women tend to live longer, we’re paid less, and statistically, we make more conservative investment choices. That’s why we believe customized resources specially for women are so important. Here, we give you the tools you need to meet your important financial - and life - goals.