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How We Work

Our Personalized Planning Process

At Lux Wealth Advisors, we prioritize our relationship with you. Our six-step process allows us to get an understanding of your financial needs and values, helping us to create a financial plan that supports your goals. We are passionate about creating a lasting relationship with you.

1. Exploring Your Options

To understand your financial goals, we need to understand you as a whole. By discovering what’s important to you, we can begin putting together the pieces of a comprehensive and lasting financial plan that you can feel confident about.

2. Identifying Your Goals

Putting your goals into writing allows them to be as clear as possible. This helps us develop an investment plan that is built around you and your goals, so that you can be at the foundation of the plan. 

3. Creating a Trusted Relationship

This is a turning point in our consultation that lets us establish greater mutual trust. As we move forward, we will have this commitment to measure from. We want to form a relationship with you that goes beyond the immediate, lasting for years to come.

4. Following Up

As your financial plan is created, you may encounter a large amount of information and documents that can be hard to navigate. We continue to assist you through this process to guide you every step of the way and answer any questions you may have.

5. On-Going Planning

Your circumstances and financial goals change over time, so we continue to work with you to make regular updates based on where you are in life. Our adaptive implementation produces carefully tailored solutions based on our years of connection.

6. Monitoring Your Progress

Monitoring your progress is an essential part of financial planning. We regularly review your plan to help ensure that you're on track with your goals. If there are any changes that could impact your finances, we'll communicate with you and coordinate adjustments.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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Our team is dedicated to providing personalized solutions tailored with your goals in mind.

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About Us

We take a holistic view of your financial situation to understand your goals and aspirations.

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Our team is here to guide you every step of the way. Contact us today to start planning.

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