The Kona Story
“Kona Financial Planning isn’t just a business. It’s a promise to guide, to support, and to help others reach their own moments of joy—no matter where they’re starting from.”
Navigating to the Good Moments — The Kona Way
The name “Kona” holds a special place in my heart. It’s where I married my husband—on the sun-drenched shores of the Big Island, with the Pacific whispering in the background. That day wasn’t just beautiful; it was the result of love, hard work, and careful planning. Every moment of joy we experienced was built on a foundation of thoughtful choices and shared goals.
That’s the spirit I bring to my work.
At Kona Financial Planning, I help people navigate more than spreadsheets—I help them move through the dull moments, the down points, the uncertain seasons of life. Because I know from personal experience that those chapters don’t last forever, and when you plan with care and purpose, you can arrive at something truly special.
Financial planning is about more than retirement accounts and investment strategies. It’s about helping people fi nd their own version of a “Kona moment”—that time in life when things align, and all the hard work turns into something unforgettable. Whether it’s buying a fi rst home, sending a child to college, starting a business, or simply finding peace of mind in the midst of chaos, I believe everyone deserves to experience those milestones.
And that’s why I do what I do.