Finding the right fit when working with a financial professional is critical. It’s important to understand what you need and who can best serve you.
At the center of the Lunaria Financial® approach is an innovative process that begins with discovery. Using Luna’s Wild Money™ book and journal you will explore your relationship with money while addressing traditional financial planning activities such as cash flow management, debt reduction, estate and tax planning, insurance review and retirement projections.
We differentiate ourselves by helping you identify core money strengths as well as areas that need shoring up. A financial plan is a road map— it evolves with you, as your goals change, as health shifts or careers evolve. It’s a process not a product.
The key is to identity what matters, plan for what might get in the way, and take small steps in the right direction often. This way you are actively moving towards your dreams while living well in the process.
Creative and Comprehensive Wealth Management
There are three main facets to our approach. Click each image to learn more.