Become a Facilitator of Financial Transformation
Imagine having your clients go from this…
to this!
What if money were beautiful and
exploring your relationship with it were fun?
How would working with clients change if
you had creative tools that would increase understanding and
transform their relationship with money?
Imagine having visuals for explaining financial terms—
visuals that are both colorful and empowering.
Facilitating Financial Transformation—Level I
An artfully designed 3-month program that will give you a personal experience of transformation as I guide you through my Wild Money™ process. Before successfully incorporating the Wild Money™ process into your financial practice, you must first take your own journey. This will provide you with a personal and thorough understanding of the material.
Creative exercises are the foundation of the Wild Money™ Journey. Their main purpose is to bypass your inner censor using VISUAL exercises to learn about your relationship with money, and to TRANSFORM that relationship.
Your clients will benefit from your new insights and tools.
The transformation begins with your personal experience working through the material. With me as your guide, your Wild Money™ journey is an incomparable asset in deepening your work with clients and inspiring them to take their own transformational journey with money.
The 6 core mandates of Wild Money™
Facilitating Financial Transformation |
Level I: Your Personal Wild Money™ Journey
For Financial Professionals and Money Coaches who want to deepen self-awareness and take responsibility for their beliefs, actions and dreams in order to better serve clients with visual and creative tools for money management.
October 1 through December 17, 2014
Weekly Coaching Calls: Wednesdays 8am PST (11am EST)
As a CFP® I am frequently looking for new ways to present money concepts to clients. Wild Money™ is a revolutionary financial tool that sparks communication and trust between advisors and their clients. After studying my own relationship with money for years, I was shocked when I took the Wild Money self-assessment and found I still had some pretty profound work to do!
Now I should include a caveat here, I am not visually creative. My kindergartener draws better than I do. Alongside the book’s beautiful illustrations are my workbook drawings – they are literally monochromatic stick figures. But the revelations these stick figures inspire are overflowing with color and meaning. So Jaffe’s book is beautiful to the eyes and the soul as well. As I flip through my workbook, the over arching theme I’ve written on several pages is “Wow. Just WOW!”
For those who consider themselves more practical than artsy, I deeply appreciate the quality of the Wild Money self-assessment tools. Jaffe has her own way of measuring (and discussing) risk tolerance, and after comparing her method to the standard industry practices, I think she has a more realistic approach.
I have greatly benefited from this book as I work through it myself and collaborate with my clients (all of whom get Wild Money as a gift). I think advisors who use Jaffe’s approach will transform their relationships with clients and become stand-outs in our field.
CANDICE MCGARVEY | HERDOLLARS.COM
I bought Luna’s book and immediately found ideas and specific suggestions to use the very next day with a client! I plan to open my next Ladies-Only workshop with the suggestion to “Picture What Money Means to You” and ask them to literally use the colored pencils and craft paper available on the table to draw her picture!!
Then in closing the workshop, “If you could change one thing in your picture that would help you feel more empowered, calm and at peace…what would it be?” I think this will be an amazing addition to our gathering and one the women won’t soon forget!! I can’t wait – Thanks Luna!!
SUSAN IVERSON
Why Wild Money™?
There haven’t been good tools available to us as financial professionals who want to educate and communicate with our clients in a manner that is engaging, relatable, and that utilizes beautiful design.
Wild Money™ is a unique process because it:
- creates a safe process and structure for exploring your unique experience of money
- draws extensively on psychology, coaching, financial planning and the creative process
- guides you in taking responsibility for your beliefs, actions and dreams while deepening self-awareness
- integrates visual learning and emotional processing with financial literacy
- develops your innate wisdom and capacity for empathizing with clients’ money stories
- is grounded in my 25 years of teaching experience
- is a compassionate approach built upon deliberate concepts of practice, flow, engagement, and flourishing
Facilitating Financial Transformation |
Level I: Your Personal Wild Money™ Journey
Creative Cohort
- 1-hour group coaching calls (weekly: Wednesdays 8am PST)
- A personal copy of the Wild Money™ book, and the companion journal
- Private Facebook forum for sharing and connecting with your cohort
- Exclusive positioning and opportunities as the inaugural cohort through the program
- Wholesale pricing on Wild Money™ books for your clients and students
- Referrals from my network for clients looking to connect in your area
$297 /month
for 3 months
-or-
One payment of $697
Private Mentoring
- Everything shown under Creative Cohort
- Four 1-hour, one-on-one private mentoring sessions (to be completed within course timeline)
- Story-based training that teaches you specific skills for releasing old money stories
- Accelerated path to utilizing Wild Money™ processes in your life and in your financial practice
$597 /month
for 3 months
VIP Package
- Everything Shown under Creative Cohort
- Story-based training with specific skills for releasing old money stories
- Accelerated path to utilizing Wild Money™ processes in your life and in your financial practice
- VIP day: An intensive, private, 6-hour day of creative exploration into your Wild Money™ journey (note: travel and accommodations are separate, with meals provided)
- Pre-intensive prep work to get the most of our time together
- Follow-up coaching call two weeks after your VIP day
- Exclusive opportunities to co-teach with Luna
- Priority reservation for your seat in Facilitating Financial Transformation: Level II: Implementing Wild Money™ into your Financial Practice
$3,750
(Financing Available)
Facilitating Financial Transformation |
Level I: Your Personal Wild Money™ Journey
Level II: Implementing Wild Money™ into your Financial Practice
Level III: Mastery, Licensing, and Effective Marketing
Levels II and III will be available at the start of 2015.
More about the books |
(from the book jacket)
“What would you be doing right now if you had a loving relationship with money that was free of guilt and shame? Luna Jaffe weaves her life experiences as a professional artist and dancer with her training in depth psychology and financial planning to create a beautiful, compassionate sanctuary for exploring money. If you are looking for a sassy expressive, intuitive, creative guide through your own financial wilderness, you have come to the right place!”
Sample Spreads |
Who is Luna Jaffe?
As a thought leader in the field of financial planning and financial literacy, I have authored an award-winning book that pioneers a creative, visual approach to money.
My business, Lunaria Financial, is a boutique financial planning firm located in Portland, Oregon. Clients have described me as compassionate, truth-telling, visionary and insightful.
I mentor and train financial professionals to use my innovative Wild Money™ process in your practice, helping to deepen the conversation with clients, resulting in increased revenue and job satisfaction. As a Wild Money™ mentored advisor, you will grow your business and platform in a manner that is uniquely representative of who you are and how you want to be in the world.
Through sharing a lifetime of experiences and resources, I help clients and students become fully who you are meant to be, which includes healing your money story and learning how to create a sustainable, plentiful life.
I’m an award-winning author, a mentor to female entrepreneurs, an instructor at the Small Business Development Center, a long time teacher and consultant, and a woman who loves beauty, self-expression and creativity in all forms. I have been self-employed for over 25 years, and I am deeply devoted to being of service to other business owners.
Questions?
email me: luna@lunajaffe.com
More specific things I bring to
Facilitating Financial Transformation
- A unique understanding of our complex relationship with money that has been highlighted in Forbes, Wall Street Journal, Salt Lake Tribune, Savvy, and elsewhere
- A rich background as an educator of creative process through college courses, private classes, and retreats
- An MA in Depth Psychology with a focus on Sandplay Therapy, which has strongly informed the development of my visual system of understanding our relationship with money
- A strong, daily practice of writing and painting with an emphasis on expression rather than perfection
- Experience from having mentored over 100 financial professionals in developing their skills and building a deeply satisfying business
Facilitating Financial Transformation brings together the most powerful teachings and tools I’ve developed over the past decade.
Are you ready to help your clients
transform their relationship with money?
Are you ready to set yourself apart from the pack
with a unique toolbox of skills, resources, and tools?
Cancellation Policy
I understand that circumstances arise beyond your control that may prevent you from completing the program at a level you wish. Because the program’s spots are limited, I will refund 50% of your payment to-date if your request is made and accepted by September 25, 2014. No refund requests will be honored if made on September 25, or thereafter.