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OUR FOCUS

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To provide honest and personalized financial guidance as a holistic independent fiduciary advisor.

 

We at Hui Malama Financial Advisors LLC understand that finances are not commonly taught in our educational systems, yet they play a significant role in all of our lives. We aim to ease the burden that finances play in your life through tailored holistic financial planning. We are a cloud-based firm and perform our services remotely so that you can carry on your daily life and have meetings from the comfort of your home.

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PROFESSIONAL AFFILIATIONS

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WHAT WE DO

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Ali'i Financial Planning

Ali'i is Hawai'ian for royalty. You will receive our highest level of service and enjoy the benefits of all that the Hui Malama Advisors LLC related firms has to offer. This includes tax preparation and life and financial coaching.

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Debt Repayment Plans

Are you overwhelmed and trying to keep from drowning in debt? We will help you devise a strategy to pay down your debts in the most efficient manner while taking into consideration the other facets of your life.

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Investment Review

(Coming Soon)

We will go through a risk assessment to determine your comfort level with investing. We will then review your current investments and make recommendations for change. 

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Specialty Projects

We understand that each person has a unique financial situation. If you require services that are not listed, please let us know, and we would be happy to discuss your needs with you and strategize a plan to fulfill your needs.

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Financial Planning

Building a solid financial plan takes time and strategy. There are many pieces to the puzzle and we will help you connect each piece in a way that makes sense for what you are trying to accomplish.

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Spending Plan (aka Budget)

The best place to start is a spending plan. It will show you that the power of financial decision making is in your hands and that you choose where your money goes. We will help you make a spending plan that you can actually follow.

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Investment Management

(Coming Soon)

We know that your golden nest egg for retirement is important. Are you unsure how to invest for retirement? Are you worried you may not be saving enough? Let's discus your needs and find an investment strategy that works best for you and your goals. 

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financial planning agreement

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