Life Visioning, Transitions & Wealth Navigation Clarity. Confidence. Control over your financial future.
80% of HNW women say they want more financial education and peer-to-peer learning. (Fidelity, 2023)
Wealth isn’t just about numbers—it’s about aligning your money with your vision for life, impact, and legacy. At Luma Thrive, we guide women through The Lumination Process, a structured coaching experience that helps you define your future and navigate financial relationships with confidence.
What You’ll Experience:
- The Lumination Process: our proprietary framework for designing a life and legacy plan across six core areas: health, relationships, career/purpose, community, spirituality, and play.
- A Personalized Vision Roadmap: a clear, actionable plan to guide your next chapter, with an option to refresh it as your life evolves.
- Wealth Advisory Matching: a structured approach to identifying the financial expertise and services you need—and equipping you to find, vet, and engage the right advisors.
- A customized financial services framework: defining the key deliverables, capabilities, and expertise you should expect from your financial team.
- A Q&A coaching session: practice the right questions to ask to ensure you’re selecting the right advisors for your specific needs.
Formats
1:1 coaching | Small-group cohort | Corporate partnerships for firms serving female clients
- Women don’t just want financial advice—they want a safe, trusted community to explore wealth, transitions, and impact.
Investment
$5,000 per woman (cohort model)
$50K+ corporate retainer (for firms engaging Luma Thrive to facilitate this for their clients)
You won’t be handed a list of referrals – instead, you’ll be equipped with the tools and knowledge to confidently build your own advisory team.