Passion. Purpose. Power.
“What greater wealth is there than to own your life and to spend it on growing?” – Ayn Rand, “Atlas Shrugged”
You’ve worked hard to build the life you have—and you have a vision for where you want to go next. I’m here to help you get there.
At Kona Financial Planning, you’re not just another client. You’re someone with dreams, responsibilities, and a story that deserves to be heard. As a solo advisor, I work directly with you to create a personalized financial plan that supports your goals—both the ones you want to reach soon and the ones still taking shape on the horizon.
Life can be unpredictable. My role is to help you navigate the challenges with clarity and confidence, and to celebrate your successes along the way. I’ll be your steady partner through it all.
What It’s Like to Work Together
I use a thoughtful, process-driven approach to get a full picture of your financial life. Together, we’ll identify opportunities, plan for what matters most, and create a strategy that supports your overall well-being—not just your bottom line.
Whether it’s investment guidance, retirement planning, or navigating life’s transitions, I offer more than traditional wealth management. I provide ongoing, personalized support tailored to you.