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.

An unbalanced financial life can leave you feeling uncertain. We’ll work with you to strengthen all aspects of your finances so you can get on track to achieving your goals. Everything we do includes coaching and education so you’ll feel confident and in control.

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

The

3 Financial

Philosophy

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.