
Designing Your Life: Course Development Survey
Do you feel stuck in your career? Are you wanting to retire or make a change? Are you overwhelmed by responsibilities and can’t find time to think about your own needs?
If you want to design an intentional and prosperous life but don’t know where to begin, we'd love your feedback on a new small-group client course we're developing for 2024, based on the Designing Your Life framework by Bill Burnett and Dave Evans.
There are 10 questions in the survey - mahalo for your participation!
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
MAILE
Basic Core
- Outside holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
WILIWILI
Comprehensive
- Financial holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
MANGO
Advice-only
- Financial holdings review
- Portfolio construction
- Education planning
- Investment advice
- Retirement analysis
- Risk analysis & monitoring
- Estate/trust coordination
- Education & coaching
WE ALSO PROVIDE À LA CARTE SOLUTIONS TO SUPPLEMENT YOUR NEEDS
Long Term Care

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

- Automobile
- Homeowners or Renters
- Hurricane
- Fire
- Flood
- Umbrella
- Worker's Comp
- General Liability
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.
Annuities & Income

- Tax deferral benefits
- Creation of lifetime income
- Guaranteed payments
- Immediate or Deferred
- Fixed or Variable
- Low or No-Cost options available