Welcome! This is a no-pressure, get-to-know-you meeting—whether we meet in person or virtually, the goal is to understand what matters most to you and explore whether we’re a good fit. At Radiant Wealth Management, we specialize in guiding academics, physicians, and professionals through complex financial decisions with clarity, care, and long-term perspective. We’re fiduciaries, which means our advice is always in your best interest—and we’re here to help you make confident, inform

A comprehensive review of your portfolio's performance and any necessary adjustments." This session is ideal for current clients who want to review their portfolio, discuss market trends, and ensure their investment strategy is aligned with their financial plan.

Address any financial questions, updates, or changes to keep your plan on track." This meeting is designed for clients who want to discuss various financial topics, such as cash flow, savings goals, insurance coverage, or any recent life changes that could impact their financial strategy. Perfect for a quick but comprehensive touchpoint.