Question 1

What makes Lunea Wealth Management different from other financial firms?

Accepted Answer

At Lunea Wealth Management, based in Cedar Rapids, Iowa, we take a modern and intuitive approach to financial planning. Unlike traditional firms, we’re a fee-only fiduciary, which means our only priority is what’s best for you - not selling products. Our focus is on helping women and modern professionals align their money with their values, so every plan feels both strategic and deeply personal.

Question 2

Do you require a minimum amount of money to work with you?

Accepted Answer

No, there isn't. While many of our clients have significant wealth, there's no minimum requirement to start. Whether you're just beginning your financial journey, building your business, or managing $1M+ in investments, we offer project-based financial planning and ongoing wealth management to meet you where you are. Our goal is to support you at every stage of your financial journey.

Question 3

What is the first step if I’m interested in becoming a client?

Accepted Answer

The first step is scheduling a complimentary consultation. During this conversation, we’ll learn about your goals, challenges, and financial story to see if our services are the right fit. From there, we’ll outline the best path forward - whether that’s a one-time plan or ongoing partnership.

Question 4

Can I get a one-time financial plan without ongoing management?

Accepted Answer

Yes, you can. Many clients start with a project-based financial plan to address specific needs like retirement planning, business transitions, or navigating divorce without committing to full investment management. You'll leave with a detailed roadmap you can act on immediately. This approach offers flexibility and clarity for your unique situation.

Question 5

How do you personalize financial advice for my unique situation?

Accepted Answer

We start with your story, not just your numbers. Through deep discovery, we align your financial strategy with your values, life season, and long-term vision. No two plans are alike, because no two lives are alike.