HOW  WE  PROVIDE  SERVICES  TO  OUTER  ISLAND   CLIENTS

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.