We help you determine your financial future, so you can live life on your terms.
Your money should fuel your dreams, not hold you back. Learn why we’ve been the choice for fee-only, fiduciary financial planning and investment management for Hawaii’s women and LGBTQ community since 2007.
Achieve financial empowerment without the overwhelm.
Strength
A good financial plan can help you feel secure, no matter what is happening in your life. Our holistic financial planning and ongoing behavioral coaching will help you build your financial strength, while shoring up any areas of vulnerability.
Preservation
Another key to balance is protecting what’s important. We’ll work with you to help ensure that everything that is important in your life is protected.
Flexibility
Your money should support your ability to pursue your dreams, so you need a financial plan that can change with you. We’ll help you build flexibility into your finances, so you’ll have the ability to deal with life’s changes… and capitalize on opportunities when they arise.
1
FOCUSED ON LIFE, NOT JUST MONEY
Our planning-intensive approach helps you stay focused on achieving your dreams.
2
PEOPLE, NOT PRODUCTS
Our fee-only approach ensures you get objective advice…not product sales.
3
EXPERIENCE MATTERS
You’ll work directly with a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience helping people navigate life’s financial challenges.
Complimentary eBooks

LGBTQ + Financial Planning Guide

Financial Planning in an Uncertain World
Insights from 3 Financial Group
Keep updated on how the most recent financial trends impact you

It’s Time to Review Your Tax Returns

Staying Grounded in Uncertain Times: Finding Calm in the Overwhelm

Tips to Scam Proof Yourself in 2025
