FINANCIAL PLANNING

HOW FINANCIAL PLANNING WORKS

We aim to provide clarity and understanding through the planning process. The Illumination Process is an innovative planning approach that includes five steps that take the complexity out of financial planning. We listen, help set goals, educate, implement, and evolve, which makes your goals not just look obtainable but become obtainable.

Everyone can benefit from financial planning process, whether you are close to retirement, mid-career, or want to rethink how you approach your finances. We’ll examine your cash flow, investments, and insurance coverage using top-rated financial planning software. We’ll also help target your financial goals, and once we understand your goals, we’ll build your financial roadmap, breaking down every step it takes to achieve your definition of success.

THE ILLUMINATION PROCESS

The reason that we formed Illuminate Financial Group is that we wanted to educate our clients and provide a clear and easy way to understand their finances. That is why we created our innovative approach that makes our clients’ financial futures more clear and easy to understand. We call this the Illumination Process.

#1: LISTEN

We listen with understanding to your aspirations, concerns, goals, and worries. Recognizing where you’ve been and where you want to go is the first step in the process.

#2: DEFINE

Our experience allows us to ask the right questions to get you thinking about your goals and financial future. By learning what’s important to you, we can help define specific goals based on your particular circumstances.

#3: EDUCATE

Financial education is the heart of our Illumination Process. Our main priority during this collaborative step is to educate you about your options. Using our knowledge, experience, and financial planning software as tools, together, we can select the best path forward for you.

#4: IMPLEMENT

Action is vital to success. The execution of your plan incorporates everything from your portfolio investments to the types of accounts you need. At this point, we will work with you to implement wealth management strategies including investments, transferring of assets, and addressing insurance and estate planning strategies.

#5: MAINTAIN

Life inevitably evolves, and adjustments to your goals are a normal part of the process. We will be in regular communication to review your plan and assess the progress toward your goals. We’ll support these shifts by offering our guidance over our long, rewarding relationship.

BEGIN YOUR FINANCIAL PLANNING JOURNEY TODAY

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START YOUR ILLUMINATION PROCESS TODAY

Illuminate Financial Group is a Portland-based firm with the experience and tools to help you plan for your future, protect your assets, and make the right investments. Connect with our team to discuss your goals and how we can help you get there.

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