A New Kind of Wealth Partnership
At Lunea Wealth Management, we do things differently. We believe financial planning should feel empowering, personalized, and deeply supportive—not transactional.
We’re here for the woman navigating a big life shift. The quiet man that doesn't feel heard. The queer couple building a legacy on their own terms. The caretaker balancing ambition with compassion. The person craving clarity in a world that wasn’t built with them in mind.
Our services are designed to meet you where you are—without judgment, pressure, or assumptions. We offer three levels of support to meet your needs, based on the depth and duration of the guidance you’re seeking.
we can't wait to meet you!
FEE ONLY. Built on trust, not commissions
You Deserve More Than a One-Size-Fits-All Financial Plan
If you’ve ever walked out of a financial advisor’s office feeling talked over, underestimated, or handed a templated plan that doesn’t actually reflect your life—you’re not alone.
Too many women and marginalized individuals are handed overly simplified budgets, jargon-filled strategies, or worse, mansplained to about how "not to overspend." You’ve likely encountered:
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Advisors who prioritize product sales over your actual goals
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Planning that revolves entirely around retirement while ignoring everything happening now
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Strategies that assume you're married with children, or working a traditional 9–5
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A sense that you have to justify your desires, lifestyle, or values to be taken seriously
Sound familiar? If so, you’re exactly who Lunea was created for.
Financial Clarity for Life’s Big Transitions • Lunea Wealth MANAGEMENT• WE CAN'T WAIT TO MEET YOU •
01. Lunea Spark
One-Time Financial Planning Session
For the moments when you need a compass, not a contract
Sometimes, you don’t need a long-term advisor. You just need someone to sit down with you, help you make sense of your current financial picture, and offer thoughtful, expert guidance so you can move forward with confidence.
Lunea Spark is a one-time strategy session designed for those key inflection points:
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You’ve received an inheritance or settlement and don’t know what to do next
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You’re going through a divorce and need clarity about your financial future
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You want to leave your job but aren’t sure if it’s financially viable
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You’ve been DIY-ing your finances but are ready for a professional gut check
What You Get:
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Pre-session intake to capture your goals and current financial data
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Actionable takeaways and personalized recommendations
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Resources, referrals, or next-step tools based on your needs
This is ideal for anyone looking for clarity without commitment. Because sometimes all it takes is one powerful conversation to spark real change.
Starting at $600
02. Lunea Glow
Comprehensive Financial Planning
For those craving steady, goals-aligned guidance.
Lunea Glow is for the client who wants a real relationship—not just a financial check-in once a year. This is your space to breathe, ask questions, and receive consistent support as your life (and finances) evolve.
Together, we build a holistic plan that reflects your actual day-to-day, your long-term dreams, and your deeply held goals. This isn’t about perfection—it’s about progress, empowerment, and clarity.
You might choose Glow if:
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You're balancing multiple goals: paying down debt, saving for a home, and planning travel
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You’ve outgrown your current financial approach and want expert support
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You crave accountability, but not judgment
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You’re navigating a season of change: motherhood, entrepreneurship, a big move, or caregiving
What You Get:
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A full, custom financial plan (Including Asset+Map) built from your goals, values, and lived experience
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One-Off Engagement with 3 comprehensive meetings
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Adjustments as life changes: new income, shifting goals, surprise expenses
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Access to Lex for questions, brainstorming, and strategic support
Glow offers structure without rigidity—so you can grow in alignment, not overwhelm.
Starting at $1,500
03. Lunea Aurora
Full-Service Wealth Management
For the visionary ready to be fully supported.
Aurora is our most comprehensive offering—designed for clients who want a strategic partner to help them manage, grow, and align their wealth in every season of life.
This is more than a financial plan. It’s a long-term relationship grounded in trust, transparency, and aligned action. It’s perfect for:
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High-income earners looking to outsource complexity and decision fatigue
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Individuals managing family wealth or generational planning
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Clients with investments needing hands-on management and tax-aware strategies
What You Get:
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Comprehensive financial planning
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Investment management and financial planning (Including Asset+Map) under one roof
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Portfolio development, rebalancing, and performance monitoring
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Custom strategy based on your goals and risk tolerance
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Legacy planning and philanthropic guidance
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High-touch support and proactive collaboration
With Aurora, you get a clear plan—and a trusted partner walking beside you every step of the way.
Starting at $1,500 + Investment fees
Our Signature Service!
Financial Guidance for the Brave, the Bold, and the Overlooked
A Different Kind of Advisor
Alexandra Mickelson (Lex) is the founder and lead advisor behind Lunea Wealth Management. After working in traditional financial firms for nearly a decade, Lex grew tired of watching clients—especially women and marginalized individuals—get steamrolled, underestimated, or handed plans that didn’t reflect their lives.
So she built the thing she wished existed: a space where intuition, identity, and impact aren’t ignored—they’re celebrated.
With an MBA, a track record of client-first financial work, and a deeply human approach, Lex combines strategic expertise with emotional intelligence. She believes money doesn’t have to be stressful, shame-filled, or secretive—and she’s here to walk with you as you build the kind of financial life that feels aligned, informed, and undeniably yours.
Planning with Purpose. Strategy with Soul.
The Five Pillars of Lunea Wealth
We believe your finances should feel aligned, empowering, and crystal clear. That’s why we built our process around five guiding principles.
We start with your life goals and beyond, not with a sales pitch.
At Lunea, we believe your financial plan should be built around your life—not someone else’s agenda. That means no confusing jargon, no pressure to buy investment products, and no cookie-cutter templates. We listen first, then build a personalized strategy rooted in your goals, your story, and your version of success.Because your finances should support your real life—not just your retirement account.
We go beyond traditional wealth management to focus on the full picture: career changes, caregiving, family dynamics, personal evolution. Your money touches every part of your life—and your plan should reflect that. We help you prepare for what’s now and what’s next, so your wealth stays aligned with how you live, grow, and evolve.We simplify the complex so you can make decisions with confidence.
We know finance can feel overwhelming (and intentionally gatekept). That’s why we break it all down—step by step, side by side—so you can feel clear, informed, and in control. We’re not here to impress you with buzzwords. We’re here to help you understand your money and use it with intention.Your money should reflect what matters most—to you and to the world.
Whether you’re passionate about sustainability, equity, community, or building generational wealth, your financial plan should support the kind of impact you want to make. We help you invest, give, and plan in ways that honor your values—so your dollars work as hard for the world as they do for you.No more overwhelm. Just grounded guidance and actionable insight.
We replace confusion with transparency. Guesswork with strategy. Anxiety with empowerment. You’ll always know where you stand and where you’re going—because we don’t just hand you a plan, we walk beside you as it comes to life.
ALL ARE WELCOME • FOR THE DREAMERS AND THE DOERS • LUNEA WEALTH •
Support That Meets You Where You Are
No pressure. No pushy sales talk. Just space to explore what aligned financial support could look like in this season of your life.
Whether you’re navigating a big transition, laying the foundation for long-term goals, or simply craving clarity—you don’t have to figure it out alone. Lunea Wealth offers calm, thoughtful guidance rooted in strategy and care.