At Lunaria Financial we focus on what you can control while developing a deeper awareness of what matters most to you and your family. Are you ready to engage in an innovative process of financial planning that will increase your confidence, self-awareness, and savvy while creating a unique roadmap to reach your dreams?.
Do you like the idea of aligning your personal financial plan with your business finances?. Are you willing to invest in yourself so that you have tools and skills for building and maintaining your net worth?. We leverage your creative spirit so that you understand your money story. We integrate traditional financial planning with innovative tools that build confidence.
Do you like the idea of aligning your personal financial plan with your business finances?. Are you willing to invest in yourself so that you have tools and skills for building and maintaining your net worth?. We leverage your creative spirit so that you understand your money story. We integrate traditional financial planning with innovative tools that build confidence.
Services
We help you build a healthy and sustainable relationship with money through innovative financial planning and creative coaching. Our team will ensure that you receive exceptional service that is personal and professional. We love to serve and we will do everything within our reach to collaborate with you on reaching your goals, and making it fun.
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.
If you're not ready for comprehensive financial planning or investment management, I encourage you to visit my financial education website. At the center of my approach is an innovative process beginning with discovery. Using my Wild Money book and journal you will explore your relationship with money while addressing traditional financial planning activities through a lens of creativity and curiosity.
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