A simple conversation to see if we are the right fit for each other.

Every relationship starts with a conversation.

During this call, you share what brought you here, what's working, what feels overwhelming, and what you want clarity around. You'll learn what it's like to work with Soluna, what the process includes, and how we support women business owners just like you.
 
You'll leave this step feeling:
✔  Heard
✔  Understood
✔  Clear on your next steps 

A deep dive into your finances, goals, and dreams.

This is where we go deeper so we can truly support you.

We review your business cash flow, personal finances, responsibilities, tax considerations, and any areas that feel confusing or disorganized. This is a calm, judgment-free conversation designed to gather everything we need to help you move forward.

You'll leave this step feeling:
✔  Less alone
✔  More organized
✔  Relieved that someone finally understands the full picture

A clear, personalized plan presented step by step.

Behind the scenes, we turn complexity into clarity.

We review every part of your financial life, business and personal, and translate it into one clear, organized picture. This includes:
•     Business structure and compensation strategy
•     Tax opportunities and inefficiencies
•     Investments and retirement readiness
•     Protection planning
•     Cash flow and goals
•     Family planning and long-term priorities

No jargon. No rushing. No pressure. You'll see exactly what to do, why it matters, and how each step supports your long-term goals.

You'll leave this step feeling:
✔  Informed
✔  Confident
✔  Like nothing important has been missed

Getting everything in place so we can hit the ground running.

Once you decide to move forward, we take care of the details so you don't have to.

We set up your accounts, transfer what needs to be transferred, and begin implementing your plan. You'll always know what's happening and what comes next.

You'll leave this step feeling:
✔  Taken care of
✔  In good hands
✔  Ready to move forward