VALUE BASED
FINANCIAL PLANNING
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
GOLDEN AGE
Over 50, nearing retirement or in retirement.
Most common questions:
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Am I on track to retire comfortably?
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Will my money last me through retirement?
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Should I take Social Security early?
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Will my family be secure if something happens to me?
FULL HOUSE
All families look different.
Most common questions:
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How do I balance my family spending while we save for our future?
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Are we on track to achieve our family goals?
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What happens to my family if our income is negatively affected?
MOM BOSS
You may or may not work outside the home.
Most common questions:
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How do I maximize our family income?
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How can I start teaching my children about finances early?
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How much should I save for my children's college and when should I start?
NEWLY ADULTING / FRESH OUT OF COLLEGE
Are you just starting your new role as an adult?
Everyone starts somewhere.
Most common questions are:
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I want to learn how to invest and plan for the future, what are the steps I could take today to get there?
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I don't make a lot of money, can I still plan for the future?
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How do I manage my debt?
IN UNIFORM
Those who serve.
Military, Police, Firefighter..ect.
Married or not.
Most common questions:
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How does my retirement pension affect my retirement?
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How do I maximize my TSP/401k?
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What happens if I change my career?
PROFESSIONAL/ENTREPRENEUR
Are you building and/or growing your life and/or business? Married or not.
Most common questions are:
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How do I maximize my income?
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What are my options if I am laid off?
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Where is the best place to invest?
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What type of IRA is right for me?
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How much do I contribute to reach my retirement goals?
DIVORCED
Preparing for divorce, currently going through divorce, recently divorced.
Most common questions:
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How do I fairly split our assets? What should I ask for?
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How will this divorce affect my retirement?
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How will this divorce afect the financial goals I have for my children?
FIDUCIARY OATH
As your financial planner, I stand by the Fiduciary Oath
(That means I will ALWAYS put your best interest first)
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