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Designing Your Life: Course Development Survey

Designing Your Life: Course Development Survey

Are you wanting to make a big change in your career? Are you feeling stuck, overwhelmed or unhappy but don't know what you want or where to begin?

If you want to start designing a more intentional and purpose-driven life, we'd love your feedback on a new client course we're developing for late 2024, based on the Designing Your Life framework by Bill Burnett and Dave Evans.

Mahalo for your interest and feedback!

We offer free consultations to assess your situation and discuss your priorities.

We review your financial documents and discuss potential strategies and costs.

If our approach is a good fit, we agree upon an action plan tailored to your needs, income, and goals. 

Three ways to pay for financial advice

MAILE PLATFORM (Basic Core): We earn commissions on transactions, and help you establish self-maintained investment accounts. WILIWILI PLATFORM (Comprehensive): We charge quarterly fees (% of AUM) for ongoing management, financial planning, and more. MANGO (Advice-only): We charge one-time, hourly or annual flat-rate fees, depending on your needs and scope of chosen services.

T&T Service Offerings

  • Outside holdings review
  • Portfolio construction
  • Education planning
  • Investment advice
  • Retirement analysis
  • Risk analysis & monitoring
  • Estate/trust coordination
  • Education & coaching
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MAILE

Basic Core

  • Outside holdings reviewCheck
  • Portfolio constructionCheck
  • Education planningCheck
  • Investment adviceCheck
  • Retirement analysisX
  • Risk analysis & monitoringX
  • Estate/trust coordinationX
  • Education & coachingX
Blue Banner

WILIWILI

Comprehensive

  • Financial holdings reviewCheck
  • Portfolio constructionCheck
  • Education planningCheck
  • Investment adviceCheck
  • Retirement analysisCheck
  • Risk analysis & monitoringCheck
  • Estate/trust coordinationCheck
  • Education & coachingCheck
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MANGO

Advice-only

  • Financial holdings reviewCheck
  • Portfolio constructionX
  • Education planningCheck
  • Investment adviceX
  • Retirement analysisCheck
  • Risk analysis & monitoringX
  • Estate/trust coordinationCheck
  • Education & coachingCheck

WE ALSO PROVIDE À LA CARTE SOLUTIONS TO SUPPLEMENT YOUR NEEDS

Long Term Care

Long Term Care
  • Tax-free payouts
  • Preserves assets 
  • Protects your family
  • At-home or facility care
  • Hybrid or stand alone
  • Single or Joint Life
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Property & Casualty

Property & Casualty
  • Automobile
  • Homeowners or Renters
  • Hurricane
  • Fire
  • Flood
  • Umbrella
  • Worker's Comp
  • General Liability
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529 College Savings

529 College Savings
  • Tax benefits
  • Transferable within family
  • Encourages learning
  • 5-year election benefits
  • $10k high school tuition, if applicable

Always consult college and tax advisors.

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Annuities & Income

Annuities & Income
  • Tax deferral benefits
  • Creation of lifetime income
  • Guaranteed payments
  • Immediate or Deferred
  • Fixed or Variable
  • Low or No-Cost options available
Learn More