Broker Check

Moonshot Navigator

Moonshot Navigator

Turn financial complexity into confident decisions.

Moonshot Navigator is for people who are already tracking their money and want experienced guidance—context, interpretation, and next-step decisions.

CFP® • 18+ years • Guidance before action

You're past budgeting. Now what?

  • You're tracking, but unsure what matters most
  • You don't want generic advice
  • You need context around retirement, markets and tradeoffs
  • You want someone to help you think--not just react

Before:

  • Information without context
  • Questions stacking up
  • Uncertainty around timing and tradeoffs

After (Navigator)

  • Clear Priorities
  • Decisions with confidence
  • A guide who sees the whole picture

What you get (Navigator-Specific)

  • Everything in Moonshot Launchpad  - (Budget rhythm, tracking, community)
  • Secure Financial Vault (eMoney) - One place for all your important documents and for us to look at your real balances for real guidance
  • 401(k) & Retirement Plan Review (know if your plan matches your life)
  • Quarterly Market & Strategy Updates (What matters. What doesn't. What to do next.)
  • Priority Q&A/Office Hours (Get answers when decisions arise)

This is guided decision support - not full financial planning or asset management

Navigator is for you if:

  • You already track your finances
  • You want context and professional judgment
  • You're making higher-stakes decisions

Navigator is not for you if:

  • You want stock picks or predictions
  • You're unwilling to engage with your numbers
  • You want full planning without commitment

Pricing

Moonshot Navigator

$175.00/Month

or $1,950.00/Year

Limited Capacity to ensure quality guidance. 

Partner with us. 

Partner with us. 

I'm Cynthia Luna, CFP®- with 18+ years helping people bring clarity to complex financial lives. 

Certified Financial Planner™
Former UBS, Morgan Stanley, Edward Jones
Philosophy: Clarity Confidence and aligned action

My role here is not to tell you what to do-but to help you understand your options and choose well.

Take the first step, complete the form below and the instructions on the email that follows. 

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