Financial life design for multi‑generational families
What families like yours are really wondering.
Supporting your kids
How much should we help our kids, and where do we draw the line?
For families with resources, the hard part usually isn’t whether you can help. It’s deciding how much help is useful and what you still want your kids to own themselves. We help you set those boundaries and see what each choice means for the rest of your plan.
When to give
Should we give our kids money now instead of leaving it to them later?
Money can have a very different impact at 35 than it does at 65. If you have room to help sooner, we show you what that gift costs you, what it could make possible for them, and how to do it thoughtfully.
Aging parents
What do we need to know about our parents’ finances before there’s a crisis?
The hardest time to figure out where the accounts are, what insurance covers, or who has power of attorney is after something has already happened. We help you understand what’s in place, what’s missing, and what to ask for now.
Fair vs. equal
How do we make things fair when everyone’s needs are different?
One child may need help buying a home. Another may want to start a business. Another may not need help at all. Fair and equal are not always the same, and we help you make decisions you can explain clearly to everyone involved.
Your own life
How do we take care of everyone else without putting our own plans on hold?
When kids and parents both need you, your own goals are usually the easiest thing to postpone. We help you figure out what you can take on while still making room for your own life, whether that’s travel, a career change, a new home, or retirement.
The family plan
If something happens to us, will our family know what to do?
A good plan is more than signed documents. Your family needs to know who is responsible for what, where things are, and what you want. We help you get it organized and make sure the right people understand their role.
At Mana, we speak family.
Our process is built for the years when you’re caring for parents, raising kids, and planning your own future, all at once.
Design a life you love, for your whole family.
Your kids
How do I give them a strong start without solving everything for them?
You want to open doors for your kids, not remove every obstacle. We help you decide where your support will have the most impact, what you want them to take ownership of, and how those choices fit into the bigger family plan.
Your parents
How do I help my parents without taking it all on myself?
As parents age, their needs can start taking up more time, money, and emotional energy. We help you understand what resources are available, what you can realistically take on, and what needs to be decided before everyone is under pressure.
Your own life
How do we keep building our life while everyone else needs something from us?
It’s easy for your own plans to fall to the bottom of the list. We help you make room for the things you want too, whether that’s travel, a career change, a home, more freedom, or an earlier retirement.
We’re paid by you. That’s it.
We’re proud to be fiduciaries, which means no commissions. No hidden fees. We’re required to act in your best interest. See our FAQs for more detail.
“They really know us as a family and give excellent advice that accommodates our specific needs. They are quick to research any investment opportunity we present and show us how it will impact our overall goals. Working with Mana has been the best financial decision we have made.”
Client testimonials received via Wealthtender. Testimonials were provided by current Mana clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all reviews here.
The first conversation is free. And different.
We look forward to getting to know you. Our 20-minute fit meeting starts by learning about your family’s situation, who you’re caring for, what you’re worried about, what you value most.