Money is not a goal in and of itself. Money is a tool to help you achieve “What’s Most Important to You.” Goal-Based Investment Planning is the process of aligning your goals, objectives, and dreams with your financial resources in light of the risks and rewards presented by current economic and financial markets. We want to understand and consider:

 

  • Your goals, objectives, and dreams (What’s Most Important to You)
  • Your current stage of investment (See below)
  • The money, financial resources, and investment returns required to achieve your goals
  • Time horizon for your various goals (today’s needs and future needs)
  • How much and what kinds of risk you are willing and able to endure
  • Income and liquidity needs

Investment planning designed to achieve your personal financial and life goals

Our team brings over 80 years of investment and financial experience to our clients and holds the designations of CFA, CFP®, CPA, and MBA. We have access to extensive investment research, risk mitigation tools, and investment industry partners.

Would you like to know:

  • Why asset allocation and diversification are important to your portfolio
  • How much investment “risk” you are currently facing
  • How your investments could perform under several economic scenarios like the “Crash of 2008”
  • How your asset allocation compares to industry models

Ask us for a second opinion using industry leading investment portfolio and analysis tools.

What’s most important to you?

It is critical for our team to have a sound understanding of what’s most important to each one of our clients. Every client’s answer is different and therefore every Undivided Plan is unique to our clients’ goals.

Our process is designed to learn from the beginning who you are, what you want to accomplish, and what is most important to you so that we can help you meet your goals.

We look forward to learning about you, your family, and your goals.

Contact Us

We know money is the fuel to help you achieve everything you want in life. Whether your goals are to take the next step in your career, to provide for your family, to retire to Hawaii, or to pass on your wealth and values to the next generation, we guide you through the personal, professional, and financial decisions that help you achieve it all. We look forward to connecting with you soon!