BASIC
FINANCIAL PLAN

$279/yr

Perfect for individuals who are ready to start taking control of their finances.

COMPREHENSIVE
FINANCIAL PLAN

$899/yr  (or $175/6 months)

Perfect for individuals who are already doing an excellent job with their finances and are ready to take it to the next level - build wealth for themselves or generational wealth!

DEBT ELIMINATION PLAN

$149 - One Time Fee

Perfect for individuals who are finding it difficult to crush debt on their own.

DIY FINANCIAL CHECK UP

$199 - One Time Fee

Perfect for individuals who prefer to manage their own finances but want to ensure they're on the right track.

INVESTMENT
MANAGEMENT ONLY

LIFE INSURANCE
ONLY

ESTATE PLANNING
(Trusts/Wills)

TAX SERVICES

(Tax prep/filling, Tax Planning)

SERVICES AVAILABLE

IN-PERSON HAWAII, REMOTE NATIONAL