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“Lunaria is a species of flowering plant with distinctive seed pods that look like silver dollars. It is commonly called the Honesty Plant or Money Plant.”

About Lunaria Financial Solutions…Taking the Worry Out of Your Financial Future Is my Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Jill Hennessey is the owner of Lunaria Financial Solutions. Jill believes that the most effective financial planning depends on good communication between the planner and client. She works to create a comfortable, confidential environment where clients are free to discuss their financial and personal concerns. Jill is a member of the Alliance of Cambridge Advisors (ACA), a network of fee-only financial planners that practice a holistic approach to financial planning.

Jill holds a Certificate in Financial Planning from Boston University, an MS from the University of Pittsburgh and a BS from Tufts University. Prior to starting Lunaria Financial Solutions, she worked for another fee-only financial planning firm in Massachusetts.

When you work with me, you can expect:

Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisors, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me often as is necessary to help you accomplish your financial goals.
Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than charges you?
The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your goals.

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