As COVID-19 continues to affect the State of Hawaii, the well-being of you and your family is our greatest concern. Island Wealth Management would like to express our wishes for the health and safety of you and your loved ones. Our team is available for calls and appointments, which you may schedule on our online site. We are always here for you, so please do not hesitate to reach out.

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Process

Our discovery process begins by talking story! It starts by asking a few questions and then listening to what matters to you. It’s what we do and it all begins with a simple conversation.

The Island Wealth Way

We’ve developed and refined a process that puts every piece of your financial puzzle together as your life evolves and unfolds. The Island Wealth Way helps you to see your complete picture now and into the future. It is a lifelong relationship with a team of planners who never lose sight of what is important to you and your family.

This approach is the reason we have second and third generation clients. The Island Wealth Way simply works better when every generation is involved in our process!

Imagine the impact it would have if we could develop a plan together, with a vision that looks beyond your lifetime and into the next generation. That’s The Island Wealth Way.

What you should know before getting started

  • There is no initial cost or obligation because we want you to know exactly how we can help you before you begin your relationship with us. 
  • While we would love to work with you, if at any point you or we decide we are not a good fit, we will wish you the best and continued success.
  • We are happy to refer you to another fiduciary who may be a better match.

Step 1 - Discovery Meeting

Step 2 - Gather Data & financial goals

Step 3 - Analyze and Evaluate

Step 4 - Recommendations

Step 5 - Implementation

Step 6 - Track Your Progress

Often, to get the right answers you need to ask the right questions. At Island Wealth, we never confuse movement with progress. Just because you’re doing a lot more doesn’t mean you’re getting a lot more done. Our clients know that it’s not how much you have, it’s what you do with it that makes the difference.