Luna Jaffe, OR
Lunaria Financial
Portland, Oregon
I teach women how to develop a healthy, sustainable relationship with money. Along the way we celebrate the small successes, eat chocolate, sip tea and marvel at our gloriously imperfect selves. I guide women from feeling lost deep in the financial wilderness to finding their financial home; a sanctuary where money is honored and invested with grace and ease.
I wasn’t born with a money gene, and most likely you weren’t either.
I was an artist, painting on silk and travelling the world. Money was an afterthought. Then I received a Master’s degree in Jungian psychology, merging my love of art and psyche, soul and spirit. Money was moving to the front seat. A stint working for a Fortune 100 company as a corporate trainer and coach awakened the possibility of consistent income. Money was a vehicle for my dreams. I gave birth at 40, experiencing the messy miracle of life. Money mattered. Then 911 happened, I got ill and was laid off…all with a toddler in my arms. Money became critical. I was not looking for financial planning, but apparently it was looking for me. I was recruited. I feared I couldn’t learn about money, then dared myself to try. I was inspired, doggedly determined, unstoppable.
Money became a friend, mentor, companion and advocate. Over the past ten years I have developed an innovative planning process that elegantly combines creativity and psychology, right brain and left brain, body and soul. I want to know what you feel about money, what experiences you’ve had with investing, what your fears are, what you strive for. Your values matter. Your dreams count. Your voice will be heard.
I thrive when I’m helping women build competence and confidence around handling their money. Working in tandem, we develop a financial plan to grow wealth along with wisdom, and to have some fun along the way. The process is on-going and evolving, just like you.
I particularly love to work with women who find themselves with “sudden money”—an inheritance, divorce settlement, company buyout, business sale. There is emotional complexity when large sums of money come into your life, and taking the time to understand and prepare for the changes that will occur often results in feeling more secure, confident and financially savvy.
My life’s work is to inspire you to transform your relationship with money, build your net worth and feel confident being at the helm of your financial ship.
If you’d like to know Luna better, visit her website, www.lunariafinancial.com, or follow her on Twitter (@lunajaffe) and Facebook, www.facebook.com/Lunariafinancial.
Securities & Advisory Services Offered Through KMS Financial Services, Inc. Member FINRA/SIPC
