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.
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.
Always consult college and tax advisors.