What We Do​
Ali'i Financial Planning
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​Ali’i (royalty) is how you will feel with this service. It is a combo package where all of our member firms will partner up and you will receive a full financial plan (investment advice, debt repayment plan, retirement plan, spending plan (budget), and more), individual tax return preparation, and financial coaching. We will be there each step of the way to help you design, implement, and adapt your financial plan into your life. We believe in a holistic approach. This means that we want you and your lifestyle and passion, not the finances, to drive the plan. Yes, finances can make some of the wants a reality and there is compromise, but we focus on you. You will also receive six (6) Life and Financial Coaching sessions throughout the year to assist in your journey. Here you will explore what is important to you, where are you wanting to go, how finances impact your relationships and more.
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Pricing:
$2,000 one-time start-up fee, then just $750/month plus the cost of investment management as applicable.
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Initial 12-month commitment with monthly payments thereafter
Start-up fee is paid one time only
Note: Investment Advice and Management Coming Soon
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Financial Planning
You will receive a full financial plan (investment advice, debt repayment plan, retirement plan, spending plan (budget), and more) and individual tax return preparation. We use cloud-based technology so that you can access your financial plan from wherever you are.
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Pricing:
$1,200 one-time start-up fee, followed by $400/month plus the cost of investment management as applicable for ongoing services
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(If you have a business add $600 to the start-up fee and $100/month and/or if you own three or more real estate holdings add $600 to the start-up fee and $100/month)
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One-time financial plans available starting at $2,500
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Note: Investment Advice and Management Coming Soon
Debt Repayment Plans
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Do you have debt and you aren't sure where to start? We provide a tailored debt repayment plan that will guide you step by step to climb out of debt.
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Pricing:
$900
Spending Plan (aka Budget)
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Around here, we believe in the term spending plan rather than budget. Budget has the connotation that you are trying to keep money from going out of your pocket, whereas Spending Plan gives you back the power to make the decisions on where you want your money to go. We will help you build a custom spending plan to help keep you on track.
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Pricing:
$900
Investment Review
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We will review your investment mix and selections, identify your risk profile, and make recommendations on where you are best suited to invest.
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Pricing: $900
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Note: Investment Advice and Management Coming Soon
Specialty Projects
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Is there something else that you would like assistance with that is not explained in our services? For special projects we charge an hourly fee.
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Pricing:
$300 per hour
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