Achieve Financial Confidence
Most financial advisors focus primarily on your investments. To them, the goal is simply to increase the balance in your financial accounts.
But your financial life is not just numbers. Instead, it’s about reducing your financial stress and helping you move toward financial freedom.
That’s why at 3 Financial, we provide a unique, holistic style of financial planning and investment management. This approach is more engaging and less technical than most. Everything we do is focused on helping you set goals and then work toward achieving your life dreams.
Here are other ways we’re different, too:
- 3 Financial is a financial advisory firm serving Hawaii’s woman and LGBTQ community since 2007.
- We’re a fee-only firm, meaning there are no commissions…and no sales. So you can be confident you’re getting good advice and not a sales pitch.
- We act as your legal fiduciary, meaning we always put your interests before our own.
- You’ll always deal directly with a CERTIFIED FINANCIAL PLANNER™ professional, to help ensure you’re dealing with an experienced planner, not a junior person or sales representative.
- Our simple, transparent fee includes coaching and unlimited support, so we’ll be there to help ensure you stay accountable to your own goals.
And, we help you protect what you’ve built, which is as important as building it in the first place.
