Financial Planning Solutions

 

Our Guiding Principals and Process.

 

We’re here to bring clarity, balance and focus to your financial life; establishing a manageable and actionable financial plan to help you achieve your retirement goals while protecting what you’ve worked so hard to achieve.

 
 

Our Process for Families and Individuals

 
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Step 1. Let’s get to know each other

Initial Call: We begin our relationship by getting to know you and you getting to know us. Are we a good fit? Do we align with each other’s objectives? 

Explain the process: Here is where we’ll establish the relationship, expectations and answer any questions about how we’ll be working together moving forward.

 
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Step 2. Understanding your situation and creating a base plan

Gather and illuminate: We’ll gather all personal and financial information (and business if applicable) and identify your goals both for the short term and long term. We’ll then present to you an analysis of your current situation.

 
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What goes into your plan?

  • Income vs. debt considerations

  • Risk mitigation

  • Insurance review

  • Estate planning and family protection

  • Investment analysis

  • Retirement goals and needs

  • Tax considerations

Sharing the Aloha

We believe everyone deserves a clear idea of where they currently stand from a financial standpoint. 

That’s why everything up to this point is at no cost to you.

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Step 3. Moving forward

Creating your custom plan: A custom plan is a clear blueprint to help you reach your personal and financial goals. Here we discuss costs and expectations and create your plan. 

Let's get to work: When our services are agreed upon, a financial planning agreement is established.

 
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Step 4. Develop and present recommendations

Plan design: Taking all of your goals into account, we bring you multiple plans so you can make the best informed decision for yourself and your family. 

Financial bliss: We’ll stress test as many iterations as you’d like to see because you should feel comfortable and confident with your financial plan.

 
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Step 5. Implement and monitor

Detailed instructions: After you decide which plan fits best with your vision, we give you instructions on how to start implementing your customized plan. 

Ongoing support: We’ll then regularly monitor your progress and make adjustments as your life changes.

 

Ready to connect your financial life with Aloha?

 

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