DIY Financial Services Expert Guidance for Independent Success
Aloha! This group of services will help you with one-time project work or we can be just a second set of eyes to make sure you’re on the right track.
PROJECT BASED SERVICES
ALOHA
We help you, take your work further by offering reviews, coaching and check-ins only when you need
them.
These introductory, flat-fee services include:
Second-opinion reviews of existing plans
Personal: Investments, Insurance, Cash Flow
Business: Review of Balance Sheet, P&L and Business Structure
Summarize where your opportunities are
Answers for time-sensitive questions during 1.5 hour meeting.
Service Fee: Personal $3,000, Business Owners $6,000
VIP DAY
This is a personal day for you to focus on your top 3 financial priorities and get your questions answered. Working one-on-one with our team, you’ll receive an in-depth review of your financial picture and goals, and leave with action steps.
We offer VIP day for personal (3.5 hour day) and for business owners (5.5 hour day).
Service Fee: Personal $6,000, Business Owners $12,000
We’re financial industry professionals with a wealth of knowledge and outside-the-box thinking, and we’re
passionate about helping you achieve financial success through financial education and expert guidance.
Whatever your endeavor, Aloha can help you say goodbye to financial uncertainty.