Get Started with Lumora Wealth
Whether you're exploring a comprehensive financial plan or need expert advice on a specific topic, you're in the right place. We offer two types of consultations to meet you where you are:
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For Planning & Investment Management
If you're interested in working together on a full financial plan ($3,000+) or ongoing investment management, start here. This brief call is designed to learn about your goals, walk you through our process, and determine fit—no pressure, no commitment.
Best for:
Comprehensive financial planning
Investment management (AUM-based)
Cost:
Free
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For Hourly or One-Time Financial Advice
Looking for a one-time session or expert input on a specific issue like equity comp, portfolio strategy, or retirement readiness? This focused session is designed to give you clarity and direction.
Best for:
Equity comp guidance
Second opinions
Targeted financial questions
Cost:
Billed at our hourly rate