What We Offer
Professional financial advice that empowers you to make the most of your hard earned money.
We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to design a financial life plan capable of shifting attitudes and achieving goals. The outcome is freedom: our clients grow and develop as we build new strategies for self-awareness and personal identity, to help turn clients' wildest dreams into their new reality.
If you are embarking on a major life transition — personally, professionally, or otherwise, we are ready for you.
With knowledge gained through Financial Life Design, you can withstand anything.
Ma∙ na /ˈmänə/ (noun): A native Hawaiian concept of power. Mana is a vital life energy that flows through all things and is highly individual.