Whether you’re looking to
Reinvigorate your current
life or career path
Design a purposeful
Ohana Wealth and Life Planning can help guide you in this process.
Source: Fidelity Investments
Our approach is different than traditional financial planning which primarily focuses only on the quantitative aspects like saving and investing. While we use many of the same tools and investment vehicles that other firms use, we will initially focus on the top of the pyramid and building out your ideal life path. Only when you become truly inspired will your goals clearly laid out will we then design a comprehensive financial and investment plan that will allow you to merge your current situation with your ideal life. We utilize a low-cost fee-only planning approach that will allow us to work with you in an unbiased and fiduciary manner.
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.