THE ILLUMINATION PROCESS
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.
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.
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.
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.
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.
Start your Illumination Process today
We are here for you
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.