LuminaFi uses a six-step financial planning process along with sophisticated planning software and detailed financial information to make projections to answer your questions and help you prioritize your goals.

The process starts with understanding your financial goals. In this data gathering phase of the financial planning process, attention is focused on collecting data to help determine your starting point on the road to your future goals.

The next steps involve evaluating your current financial situation and providing recommendations to help you achieve your goals.

LuminaFi can help you implement and monitor your plan by providing ongoing consultations and investment management services, in addition to access to a personalized wealth management system.