info@illuminefinancialpartners.com

11 eWall St, Mount Pleasant, SC

Planning Process

OUR PROCESS

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Discover

➢ Understand what is most important to you

➢ Share how we can work together to help achieve your goals

➢ Collect necessary information to begin an assessment of your current financial situation

Apply

Select from one of our stadard plansor choose your coverage and term

Reach the Goal!

Select from one of our stadard plansor choose your coverage and term

Reach the Goal!

Select from one of our stadard plansor choose your coverage and term
01
Discover
02
Architect
03
Implement
04
Evolve
Discover

    • Understand what is most important to you

    • Share how we can work together to help achieve your goals

    • Collect necessary information to begin an assessment of your current financial situation

    Architect

      • Complete an analysis and strategize on options to achieve your goals

      • Leverage our team of specialists, resources, and tools

      • Collaborate with trusted advisors like your accountant, tax professional, or legal advisors

      Implement

        • Present recommendations and prioritize your options

        • Create an action plan to help empower your decision-making

        • Agree on next steps to start your journey to a successful financial future

        Evolve

          • Adjust your plan as your life and priorities change

          • Continue this process through an ongoing relationship

          • Regular check ins on the progress toward reaching your goals

          Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

          OUR PROCESS

          Discover

          Understand what is most important to you
          Share how we can work together to help achieve your goals
          Collect necessary information to begin an assessment of your current financial situation

          Architect

          Complete an analysis and strategize on options to achieve your goals
          Leverage our team of specialists, resources and tools
          Collaborate with trusted advisors like your accountant, tax professional, or legal advisors
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          Implement

          Present recommendations and prioritize your options
          Create an action plan to help empower your decisionmaking
          Agree on next steps to start your journey to a successful financial future

          Evolve

          Adjust your plan as your life and priorities change
          Continue this process through an ongoing relationship
          If elected, meet regularly to check on your progress toward reaching your goals
          Quick Links
          Contact Info

          NEITHER MML INVESTORS SERVICES, LLC NOR ANY OF ITS SUBSIDIARIES, EMPLOYEES OR REPRESENTATIVES ARE AUTHORIZED TO GIVE LEGAL OR TAX ADVICE. CONSULT YOUR OWN PERSONAL ATTORNEY LEGAL OR TAX COUNSEL FOR ADVICE ON SPECIFIC LEGAL AND TAX MATTERS.

          Securities and Investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services LLC, Member SIPC www.sipc.org  OSJ 40 Calhoun ST. Suite 310 Charleston, SC 29401, (843)856-3411.  Illumine Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated Companies. CRN 202805-8683084.

          Licensed in the following states: AL, CA, DC, FL, GA, IL, IN, MI, MO, MT, NC, OH, OK ,SC, VA. David Horine, CA Insurance License #4120475 domiciled in SC.

          © Illumine Financial Partners 2025. All Rights Reserved