ALL OF OUR SERVICES START WITH A COMPLIMENTARY CONSULT
DOWNLOAD A LIST OF ALL OUR SERVICES HERE
BASIC
FINANCIAL PLAN
$489/yr (or $249/2 months)
Perfect for individuals who are ready to start taking control of their finances.
DEBT
ELIMINATION PLAN
$149 - One Time Fee
Perfect for individuals who are finding it difficult to crush debt on their own.
HOURLY FINANCIAL
PLANNING
COMPREHENSIVE
FINANCIAL PLAN
$899/yr (or $249/4 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!
INVESTMENT
MANAGEMENT ONLY
$99 - One Time Fee
Perfect for individuals who simply have a sum of money to invest.
LIFE INSURANCE
ONLY
SERVICES AVAILABLE
IN-PERSON HAWAII, REMOTE NATIONAL