Luminary
Luminary is Balefire’s financial planning platform, used by our Planning Team to develop, maintain, and deliver comprehensive financial plans. It serves as the central hub for planning recommendations, goal tracking, and client financial modeling.
Usage: How We Use Luminary
Luminary helps Balefire advisors and planners:
- Build and maintain client financial plans.
- Model retirement, cash flow, tax, insurance, and estate planning scenarios.
- Evaluate the impact of financial decisions and life events.
- Track client goals and planning recommendations.
- Collaborate across Advisory, Planning, Investments, Insurance, and Client Engagement teams.
- Present planning recommendations in a clear, client-friendly format.
- Maintain ongoing planning relationships through regular reviews and plan updates.
Luminary Provides:
- Financial Planning & Goal Tracking
- Retirement & Cash Flow Modeling
- Scenario Analysis & Decision Planning
- Client-Facing Plan Presentations
- Cross-Team Planning Collaboration
- Ongoing Plan Maintenance & Updates