The Na Ho’okele Financial Advisory team is a Hawaii-based practice serving the needs of individuals, families, and businesses both on the Hawaiian Islands and around the country. Our team's mission is to help navigate clients through both the rough and calm waters on their life’s financial journey.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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