VALUE BASED
FINANCIAL
PLANNING & MONITORING
FOR INDIVIDUALS WHO DON'T COME
FROM MONEY
READY TO
WEALTH
See if We're a Good Fit for You
All of our services start with a complimentary consult
Vea si Somos una Buena Opcion para Usted
Todos nuestros servicios comienzan con una consulta gratuita
GET CLOSER TO YOUR FINANCIAL GOALS
BUILD & PROTECT WEALTH
INVEST SMARTER
REDUCE TAXES
OPTIMIZE INCOME
LEAVE A LEGACY
FROM DIY TO FULL SERVICE
FINANCIAL PLANNING
LET US HELP YOU ON YOUR FINANCIAL JOURNEY
NO MATTER WHERE YOU'RE AT
THE BENEFITS OF WORKING WITH US
SIMPLICITY
No fancy jargon, get financial planning in simple terms
CLARITY
Get clarity around your money with clear actionable steps. Because a confused mind will always say NO
ONGOING PLANNING
Life will happen, get ongoing support throughout the entire year and as life events occur.
NO PUSHY SALES
We DO NOT lead by selling products. We get compensated for our time and advice. If you need other services we offer transparent, up-front fees
FIDUCIARY
A fancy word for stating that I will always uphold your interests and needs first.
NO INVESTMENT MINIMUMS
Unlike "traditional" financial planners, you don't need to have a large sum of money to invest in order for us to work with you
CONTACT US
MAILING ADDRESS | 801 Kakala St. Unit 48
Kapolei, HI 96707
E-MAIL for general info, appointments, and administrative inquiries
E-MAIL Claudia directly
PHONE | (619) 320-5489