Financial Planning

We Offer:

  • Comprehensive, collaborative financial planning
  • Investment Managment
  • Socially Responsible Investing
  • Planning for same-sex and unmarried couples
  • Fee and commission based services
  • Impassioned customer service
  • Seminars, coaching and public speaking

    Take a 360 tour of Lunaria Financial

The Process

We’ll meet at the office. We’ll ask you questions. We’ll learn, laugh and dream. We’ll explore the options and identify needs and wants. We’ll collaborate. You will become the master of your universe using our web-based planning tools. Together we’ll develop a flexible, evolving financial plan and help you to execute that plan. We’ll meet quarterly to exchange hugs and review and update your portfolio. Happy, you’ll relax and breathe more deeply.

Affiliations:

  • Member, Financial Planning Association
  • Member, Social Investment Forum
  • Member, First Affirmative Financial Network
  • Broker/Dealer: KMS Financial, Seattle, Washington
  • Clearinghouse: Pershing Securities

Privacy and disclosure statement

© Luna Jaffe 2011