HOW WE PROVIDE SERVICES TO OUTER ISLAND CLIENTS
TO OUTER ISLAND
Because most of our planning tools are web based we are able to quickly share planning
information with our clients by secure web sites, e-mail, faxes, regular mail and phone conferencing. This would keep any travel to
Oahu for Financial Planning Purposes to a minimum. Actually, if necessary, the entire planning process could be done without
any direct meetings and still be very personalized.
Our goal is to answer every question and concern through an
interactive process that links all the different aspects of your financial life
into a comprehensible whole. Although
we have a set structure for the process, we strive to be sensitive to your needs
and can rearrange the order of the meetings to address a pressing issue that
requires immediate attention.
Call or e-mail us for more details.