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
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
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.
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
Control What You Can – Rebalancing
5 Years Later – 3 Major Takeaways
Retiring Soon?
