Maile: Basic Platform

DESIGNED FOR CLIENTS WHO…

Are in the accumulation phase of their life
Are usually under age 50
Desire personalized recommendations beyond online robo-advisors
Want to establish and prioritize basic goals
Want to get organized or consolidate accounts
Want to create structures to help saving become a good habit
Like to educate themselves and visit our online Resource Center
Take initiative to follow through on our recommendations
Are tech-savvy and able to maintain their accounts online
Diligently contact us with financial updates every two years, or when significant life events occur (marriages, births/adoptions, deaths, divorces, graduations, career changes, retirements, real estate purchases, inheritances, etc.)

BASIC CORE PLATFORM FEATURES

Transactional client-advisor relationship
Emphasis on self-reliance: utilizing our recommendations to consistently increase savings each year into established structures
Phone/email/video contact on as-needed basis
Commission-based (one-time sales charges usually between 0 and 5.75% for new money invested, depending on amount; see example)

WHAT IS MAILE?

The Maile plant is found throughout a wide range of climates, from dry cliffs to lush forests. A fast-growing shrub with a long life span, its leaves give off a refreshing and light citrus scent. The maile vine is often worn in open lei form to commemorate big life events in Hawaii like graduations, weddings, baby showers, milestone birthdays, and retirement parties; it is also commonly draped around a loved one's photograph at their memorial service. Source: nativeplants.hawaii.edu