Lunaria Financial Planning is a Portland-based firm that specializes in holistic financial planning and sound investment management. With a focus on simplicity and clarity, they aim to help clients develop flexibility and resiliency in their financial health, aligning personal and business finances to create a unique roadmap for reaching their dreams.
By leveraging clients' creative spirit and integrating traditional financial planning with innovative tools, Lunaria Financial aims to build confidence and increase self-awareness, ultimately empowering individuals to write their own money story. With a team of experienced professionals, they offer free phone consultations to those interested in transforming their money story and managing their investments.
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