Hi, I'm Alyssa.

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you.

Financial planning is a mix of art and science. It's how you can use money as a tool to build your own great life.

I will work with you to simplify and take control of your financial life, then empower you to align your financial assets with your own values and goals.  

I believe that financial advice should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees.

I personally understand the transformative power of sound financial planning and advice. Before leaving my prior career in corporate finance, and before I knew financial planning was even a profession, I built my own extensive plan for my family. We wanted to figure out if I could take time off of my career to start a family and become a stay-at-home mom while our kids were young. That basic plan (built with an Excel spreadsheet) served as a guidepost for the financial decisions my family and I have faced.

My background 

I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice in 2017.

I am a member of the XY Planning Network, an international affiliation of independent, Fee-Only financial planners dedicated to providing objective advice on an as-needed basis to people of all income levels.

I enjoy spending time with my husband, three children, and two cats, as well as playing pickleball, hiking and reading.

Contact me today to learn more about how I can help you and to schedule a complimentary Get Acquainted meeting.