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
Develop a financial strategy to enable you to make those dreams a reality
Uncover your most heartfelt meaning in life and live with passion, gratitude and understanding
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.