Our Services

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!

Take survey

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.