(01) Services
Lunova’s Solutions
Personalized Financial Planning
This service involves working one-on-one with individuals to understand their financial goals (e.g., retirement, buying a home, education savings).
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Retirement Planning
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Education Planning
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Budgeting & Cash Flow Management
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Tax Planning Strategies (Coordination with CPA)
Investment Management Services
This could range from constructing a portfolio based on the client's risk profile and financial goals to actively managing those investments, including buying and selling securities, monitoring performance
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Portfolio Construction & Asset Allocation
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Security Selection
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Portfolio Monitoring & Rebalancing
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Tax-Efficient Investing
Business Financial Advisory
This service would cater to businesses. It could include cash flow management, financial forecasting, capital structuring, risk assessment, and strategies for business growth.
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Cash Flow Management & Optimization
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Financial Forecasting & Modeling
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Business Valuation
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Risk Management
(02) Partners
(06) Pricing
Choose Your Best Package
Personal Package
Individuals, families, young professionals seeking structured financial guidance.
What’s Included
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Comprehensive Financial Planning
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Investment Portfolio Management
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Annual Financial Review
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Access to Expert Advisors
Business Package
Small to medium-sized businesses, startups, and growing enterprises.
What’s Included
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Business Financial Assessment
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Strategic Financial Advisory
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Growth & Expansion Planning
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Risk Management Consultation
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Quarterly Review Meetings
Custom Package
Clients with highly specialized financial requirements, complex situations.
What’s Included
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Complex Estate Planning
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Charitable Giving Strategies
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Specific Investment Mandates
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Intergenerational Wealth Transfer
Personal Package
Individuals, families, young professionals seeking structured financial guidance.
What’s Included
-
Comprehensive Financial Planning
-
Investment Portfolio Management
-
Annual Financial Review
-
Access to Expert Advisors
Business Package
Small to medium-sized businesses, startups, and growing enterprises.
What’s Included
-
Business Financial Assessment
-
Strategic Financial Advisory
-
Growth & Expansion Planning
-
Risk Management Consultation
-
Quarterly Review Meetings
Custom Package
Clients with highly specialized financial requirements, complex situations.
What’s Included
-
Complex Estate Planning
-
Charitable Giving Strategies
-
Specific Investment Mandates
-
Intergenerational Wealth Transfer
(07) FAQs
Your Questions
That Answered
Got any common question in mind?
Read our FAQs beside.
Still have a questions?
Our services benefit a diverse range of clients, from individuals and families planning for retirement, saving for education, or managing wealth, to small and medium-sized businesses seeking growth strategies, cash flow optimization, and expert financial guidance.
Our services benefit a diverse range of clients, from individuals and families planning for retirement, saving for education, or managing wealth, to small and medium-sized businesses seeking growth strategies, cash flow optimization, and expert financial guidance.
Our services benefit a diverse range of clients, from individuals and families planning for retirement, saving for education, or managing wealth, to small and medium-sized businesses seeking growth strategies, cash flow optimization, and expert financial guidance.
Our services benefit a diverse range of clients, from individuals and families planning for retirement, saving for education, or managing wealth, to small and medium-sized businesses seeking growth strategies, cash flow optimization, and expert financial guidance.
Our services benefit a diverse range of clients, from individuals and families planning for retirement, saving for education, or managing wealth, to small and medium-sized businesses seeking growth strategies, cash flow optimization, and expert financial guidance.
