Simplify. Empower. Illuminate.
independent Fee-only Financial planning based in northern virginia
Our clients tend to have a few things in common:
They want to provide the best future possible for themselves and their families
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.
Learn more about the planning experience.
Luminate is a fee-only, independent financial planning and investment advisory firm registered in the state of Virginia.
Alyssa Lum, MBA, CFP®
Want to take control of your financial life?
Let's work together!
To schedule a complimentary Get Acquainted appointment, click here.
Learn more about Alyssa Lum
