Luminous Money
After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. While other firms claim to offer comprehensive planning and demand to manage your assets right away - I lead my clients through an organized planning process with $0 required in assets under management.
Come see what advice first planning looks and feels like: https://luminous-money.com/
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