info@fiatluxfp.com 102/B Soltek New Elephant Road, California, USA
Contact Info
- Chicago 12, Melborne City, USA
- (+001) 123-456-7890
- Example.com
- Week Days: 09.00 to 18.00 Sunday: Closed
Future-Ready Financial Strategies
Whether you're preparing for retirement, maximizing benefits, or planning investments, we craft customized strategies to help you build lasting financial security.
1
Unbiased, Fee-Only Financial Planning Solutions
No commissions. No product sales. Just transparent, objective financial advice devised specifically for your unique goals and circumstances.
2
Personalized Guidance, When You Need It
Your financial future doesn’t wait. We provide expert financial planning with flexibility, ensuring you get the support you need—when you need it.
3
About Us
Financial Clarity for Every Stage of Life
At Fiat Lux Financial Planning, we specialize in guiding individuals and families through life’s financial complexities. With decades of experience, we offer expert, personalized planning—free from conflicts of interest.
Independent & Transparent
We don’t sell products or earn commissions. Our sole focus is providing strategic, unbiased financial advice that aligns with your goals.
Decades of Expertise
With 20+ years in financial planning and recognition from Forbes and Barron’s, we bring deep industry knowledge and proven strategies to help you succeed.
Whether you’re navigating retirement, managing stock options, or planning your estate, we’re here to help you make confident, informed decisions.
Our Services
Tailored Financial Strategies
for Every Stage of Life
Executive Compensation
Maximize workplace benefits, optimize deferred compensation plans, and strategize for long-term wealth growth.
Real Estate Planning
Investment property analysis, downsizing strategies, and home equity planning tailored to your financial goals.
Investment & Portfolio
From asset allocation to concentrated stock strategies—guiding you toward a diversified and growth-focused portfolio.
Equity Compensation
Make the most of your stock options, RSUs, ESPPs, and executive benefits with smart tax-efficient...
Retirement Planning
Plan your future with confidence—strategies for asset accumulation, spending, real estate, and more.
Explore All Services
Maximize workplace benefits, optimize deferred compensation plans, and strategize for long-term wealth growth.
Our Projects
Insights & Strategies to
Secure Your Financial Future
WHY CHOOSE US
Why Fiat Lux Financial Planning?
We believe financial planning should be transparent, accessible, and tailored to your life’s unique goals. Here’s what sets us apart:
- Professional, Experienced Advisors
- Customized, Unbiased Strategies
- No Account Minimums or Product Sales
- Transparent, Fee-Only Pricing
Testimonials
What They’re Saying
About Us
At Fiat Lux Financial Planning, we prioritize clarity, integrity, and personalized financial guidance. Our clients trust us to provide transparent, fee-only financial planning that empowers them to take control of their future. Here’s what they have to say about their experience working with us:
“Kate and her team made complex financial decisions feel simple. Their expertise helped me maximize my stock options and save on taxes.”
David Martinez
“I love the fee-only model! No pressure to invest with them—just honest, valuable financial guidance that has given me complete peace of mind.”
Sarah Johnson
“Fiat Lux Financial Planning has been a game-changer for me. Kate provided clear, actionable strategies for my equity compensation and retirement planning. Highly recommend!”
Michael Thompson
Our Projects
Insights & Strategies to
Secure Your Financial Future
Contact Us
Get in Touch with a Trusted Financial Advisor
Whether you have questions about retirement, investments, or financial planning, we’re here to help.
By contacting us or submitting this form, you consent to receive text messages (SMS), emails, and calls from Fiat Lux Financial Planning regarding your inquiry and other related services. These communications may include service updates, promotional messages, reminders, and other information related to our services. Message Frequency Varies. Standard message and data rates may apply. We value your privacy and promise to never share your information with third parties without your consent. You may opt-out or unsubscribe at any time by following the Opt-Out instructions provided in our messages or by contacting us directly. We respect your decision and will promptly honor your request. You can check our Privacy Policy for more information.
Opt-Out Instructions:
Reply with the “Stop” keyword to opt-out and stop receiving communications from us.
Opt-In Instructions:
Reply with the “Yes” or “Start” keyword to opt-in and start receiving communications from us.
Help Instructions:
Reply with the “Help” keyword to seek further help in case you have any queries.
Call us anytime:
+1 (123) 456-7890
Email us:
info@fiatluxfp.com
Our Location:
102/B Soltek New Elephant Road, California, USAGet In Touch with Consalt
Let’s Talk About Your Financial Future
Ready to take control of your finances? We’re here to help you plan for success—on your terms.
