luminate core values

 
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our Core Values

  • Money is a tool, not an end goal

  • Your financial plan and decisions should reflect your values

  • Everything should be made as simple as possible, but not simpler (paraphrasing Albert Einstein)

  • Fees should be transparent

  • Conflicts of interest should be disclosed

  • Financial planning is an experience, not a product: a plan that isn’t implemented has no value!