The Most Important Thing Isn’t Your Money
It’s the Fulfillment You Get Out of Your Daily Life
Many of us have said “I’ll be happy when...”, but for most of us that “when” never seems to arrive. The more we make, the more we think we need. To end this cycle, a discovery of what's truly important or meaningful needs to occur. With this, a plan can be built to focus on just that.
Life Planning Bridges the Gap
Between Our Financial Realities And the Lives We Were Meant to Live
Discover a purpose that aligns with your values, hopes and dreams
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Develop a financial strategy to enable you to make those dreams a reality
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Uncover your most heartfelt meaning in life and live with passion, gratitude and understanding
How Life Planning is Different
Our approach is different than traditional financial planning which primarily focuses only on the quantitative aspects like saving and investing.
Source: Kinder Institute of Life Planning
No matter what stage in life you are in, if you are currently leading a life that is less purposeful than you’d like, Ohana Wealth & Life Planning can help you on the path of making your dreams a reality.
Financial Life Planning Is About The Freedom to Uncover Your Dreams
and Make Them a Reality As You Pursue Life’s Passions
Life Planning helps you re-evaluate your relationship with money so that your financial resources are dedicated to supporting your life of greatest value, meaning and purpose. You are the expert of your life’s purpose, we are the experts in the financial elements necessary to make it all possible.