Simplify. Empower. Illuminate.
Financial planning for families with college-bound kids
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 aren't sure how they will afford college for their kids without jeopardizing their retirement
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 process.
Luminate is a fee-only, independent financial planning and investment advisory firm registered in the state of Virginia.