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How We Work

Clear Waters Create Smooth Sailing

We Create Financial Clarity for Anyone Who Needs It

Client Centered

Sound financial planning goes far beyond dollars and cents. It’s about creating a long-lasting, deep relationship with a trusted professional who can address all aspects of your financial wellbeing, from now through retirement and beyond.

Whether you’re wondering how your pension works or what you can do to start saving on a teacher’s salary, we’re here with open minds and helping hands. We work with clients virtually or in person in California, Hawaii and beyond to develop healthy financial habits and address long-term goals like retirement, home buying, college planning and more.

Our Core Values Are

Harmony

Harmony

Collaboration

Collaboration

Integrity

Integrity