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 get where you are and you have goals for your future. We can help you reach both your short-term goals and those goals you’ve set for your future. At Kona Financial Planning, we are more than just your advisor. We create a relationship built on trust. We’ll be your partner through the difficult situations life sends your way, and help you celebrate all the great moments too.

Working With Kona Financial Planning

Kona Financial Planning uses a process-driven method to help you gain a clearer understanding of your current total financial picture and the services we can provide to help strengthen your long-term outlook toward achieving your goals. With the variety of services we offer beyond wealth management, we feel confident in the value we build through partnering with our clients and providing a holistic wealth plan for all aspects of your financial life.

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