Our Process

Our Five Step Financial Planning process is effective, efficient, and time tested.


Our Values

Our business is built upon four core values. 


Our Services

We provide a comprehensive suite of financial services for our clients.


Get in Touch

Need some personalized advice?

Get in touch with us and we’ll happily guide you in the right direction.

Our Company

Take this short three question quiz to determine if hiring Financial Enlightenment as your financial planner makes sense.


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Our Resources

Our resources section is full of useful links, videos, client logins, and ,financial calculators and financial planning forms to help you achieve with your financial needs goals.

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Our Founder

We have a wealth of experience in the financial services industry


Meet Our Founder

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