Financial
Foundations

Duration of Service: 4 to 6 weeks

financial foundations icon

Stand-alone Project
Starting at $1,800

Wealth
Planning

Duration of Service: Ongoing

Wealth Planning​ icon

Starting at $1,500 per quarter. Fee based on 0.60% of Net Worth

Comprehensive
Wealth Management

Duration of Service: Ongoing

comprehensive wealth management icon

Defined as $6 million plus Net Worth value. Starting at $36,000 per year

Case Studies

While every plan we create is unique, we’ve developed a few hypothetical case studies—based on actual situations we’ve faced with our clients—to help you better understand how our services can fit into your life. 

All Clients gain access to our Illuminate Professional Network.

Vetted Outside Professional that meets the Illuminate standard of service, fair market value fees, privacy and care of personal information, and industry expertise.

Health & Life

Legal

FInance & banking

real estate

Corporate