PROCESS
PROCESS

A Clear, Supportive Financial Planning Process

When you’re making big decisions about your money and your future, the last thing you want is confusion. That’s why we’ve created a thoughtful, step-by-step process that helps you feel confident every step of the way.

At Radiant Wealth Planning, our process is designed to:

  • Clarify your goals and values
  • Organize your financial life
  • Build a custom plan with clear action steps
  • Offer ongoing support and accountability

Whether you’re new to financial planning or returning after a major life change, our goal is to make the experience welcoming, transparent, and tailored to you.

💡 Explore to see exactly what to expect when you work with us—from first hello to long-term partnership.