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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 •
Lunea Clarity Session
A focused ninety-minute consultation designed to bring immediate direction, understanding, and peace of mind.
This one-time session gives you expert insight on your most important financial questions and helps you move forward with clarity and confidence.
What You Receive
A focused experience centered entirely around your priorities.
Ninety-minute working session
A dedicated consultation where we review your current financial picture, questions, and concerns.
Targeted expert guidance
Work with a professional to set clear directions for the two or three areas that matter most right now based on your personal goals and values.
Document and snapshot review
Screenshared or in person review of the documentation you choose to bring, such as statements or benefit summaries to set a clearer understanding of your current situation.
Customized next steps
A personalized summary delivered within forty-eight hours that outlines your established priorities and the recommended action plan to achieve them.
Who It Is For
These sessions are for anyone seeking some financial clarity in a single session.
It’s an ideal starting point when you’re not ready for an ongoing planning relationship yet, but you do want a knowledgeable advisor to help you make some informed decisions today.
Preparation
Bring the financial documents and questions that feel most relevant to you, your goals, and your future.
Your session is guided by your needs, your plans, and your personal starting point.
Lunea Comprehensive Plan
A set of completely personalized financial planning sessions to bring clarity, structure, and confidence to your full financial picture.
This experience aims to provide a more detailed understanding of where you stand today, and a clear roadmap for handling the choices ahead. You’ll receive professional analysis, strategy, and guidance while maintaining full control of your own financial choices.
What You Receive
A thoughtful and holistic plan created with:
Full financial review
A complete evaluation of your current cash flow, debt, savings, retirement considerations, insurance, estate awareness, tax awareness, and personal goals.
Personalized strategy
Professional recommendations that reflect your values, priorities, lifestyle, and long-term vision.
Written plan
A clean and easy-to-follow plan that organizes the sessions’ analyses and recommendations into clear next-step actions that make sense for you.
Strategy sessions
After a discovery session, we will dive into a sixty to ninety minute meeting that walks through your plan to discuss a professional perspective on your insights, priorities, and next steps.
Important Notes
This service does not include investment recommendations.
Lunea Wealth Management does not implement the plan on your behalf, as these sessions are for strategic purposes only.
All action steps are carried out by you, at your own pace and in your own way.
Who Is This For
People who want to create a complete financial roadmap, and prefer to take the lead on achieving their own financial goals.
This opportunity is ideal for anyone experiencing transition, building a new foundation, or seeking clear direction without the need for ongoing management.
What to Expect
Your plan is created using information and documentation you provide to present the clearest picture of where you are, and where to go next.
You receive an organized planning document designed to support confident and informed actions.
Lunea Ongoing Planning & Investment Management
A long-term advisory relationship that provides continuous planning, support, and intentional investment management. This service offers steady guidance throughout the year so your financial life remains aligned with your goals, values, and direction.
This is Lunea’s most comprehensive service for clients who want professional oversight, partnership. and clarity, as their life and wealth evolve.
What You Receive
Dedicated, ongoing attention to your full financial landscape and personalized development plans.
Ongoing planning adjustments
Your financial strategy will inevitably be updated throughout the year as life shifts. As it does, we continue to refine and adjust your plan, so it stays relevant, as well as remaining aligned with your evolving goals.
Professional investment management
A tailored investment strategy is managed professionally on your behalf based on the prescribed risk profiles, preferences, and long-term visions established in your planning sessions.
Annual review meeting
A guaranteed yearly meeting dedicated to reviewing the progress of your strategy, updating it as needed, and confirming your plan still reflects the life you are trying to build.
Direct access throughout the year
Reach out to a dedicated professional whenever meaningful financial questions arise and receive both thoughtful and timely guidance to help you maintain the confidence to continue your journey.
Account monitoring and implementation
Your accounts are professionally monitored and managed through ongoing rebalancing, adjustments, and trade execution coordinated directly with your custodian.
Important Requirements
Having completed the Lunea Comprehensive Plan is required before beginning this service. This service supports ongoing updates and adjustments from that plan to be able to comprehensively move forward with your growth.
Who Is This For
This plan is for those who want a long-term partnership with an advisor, who oversees the progression of both their financial plan and their investment strategy.
This service is ideal for those who prefer the benefits of professional support, value continuity in their developmental planning, and want a relationship that helps them evolve along the way.
What To Expect
Your investment plan and portfolio receive year-round attention from your plan custodian.
The experience is calm, collaborative, and tailored to your goals as you journey forward with a professional hand at your side.
Our Signature Service!
ALL ARE WELCOME • FOR THE DREAMERS AND THE DOERS • LUNEA WEALTH •
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.
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.
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.