You may have limited financial knowledge or unfamiliar with investment strategies, tax implications, or wealth management techniques.
You're doing your best to manage your family's finances with the limited time you have, but you also don't know what you don't know and your time is best used in other ways
You’d like someone to quarterback communication and make introductions to other experts (tax advisors/preparers, estate attorneys, life insurance agents, mortgage brokers, etc.)
You prefer a virtual video-based relationship OR a local relationship in Hawaii OR want to arrange an in-person meeting when visiting Hawaii!
Absolutely not! I offer in-person meetings in Hawaii and virtual meetings nationwide. This works very well for those living on the East or West Coast who prefer to meet in the late afternoon or evening.
Yes, of course! Our specialty is serving inheritance givers and receivers or those that are in or nearing retirement. You may have different goals, pain points, life circumstances, etc. which is great. We’d be thrilled to work with you.
This question can be answered in a couple ways: First, I believe in goals-based strategic asset allocation, which in a nutshell means that your goals and risk tolerance dictate the ratio of aggressive versus conservative investments in your portfolio.
I believe that low-cost passive investing should be the default for most people. Studies have shown that active management, whether that’s individual stock pickers or hedge funds, not only charge higher fees but also consistently underperform their benchmarks long-term.
I work with clients who custody assets at Fidelity, Schwab, Vanguard, and Betterment. I offer investment management exclusively through Betterment. Through Betterment, I can offer passive investment management, rebalancing, tax efficiency, and alternatives such as socially responsible investing, target income generation, and quantitative factor investing.
I am a fee-only FIDUCIARY financial advisor. The only compensation I receive is directly from my clients. I have flexible compensation models, depending on what you need. You can read more on my pricing page.
First, we'll schedule a short, 15-30 minute phone or Zoom meeting to see if we’re a good fit. I’ll ask you what led you to schedule the meeting, what your concerns are, what questions you have, and what you’re hoping to accomplish by working together.
Then, I'll e-mail you a short proposal summarizing what I would help you with, the recommended fee model, and a fee quote. When you’re ready, I'll send you the Client Agreement to Docusign and pay the onboarding fee.
Finally, we'll get started on my 5-Step Financial Planning Process!
Financial planning & investment management services for retirement and inherited wealth
