Tailor Your Financial Journey
A La Carte Services
When it is tough to choose sometimes it is best to pick one item at a time. Our A La Carte services, are designed for you to do just that, whether it is for insurance, investments, consulting, coaching, to specific needs this is where you can pick what item suits you best.
PROJECT BASED SERVICES
ONE ON ONE CONSULTING
What do you need help with? Think: budget, student loans, investments, employee benefits, college funding, insurance, etc.
We will go in depth on whatever topic(s) you decide, and make sure you get all of your questions answered. After working with our team, you’ll be ready to take the next step.
This includes all insurance needs
Life Insurance
Disability Insurance
Health Insurance
Long-Term Care Insurance
Supplemental Insurance
Service Fee: $250 per hour
INVESTMENT STRATEGY
Want to learn more about investing? Interested in developing and executing an investment strategy that fits your goals and values?
With this service, we’ll help you:
Determine your risk tolerance score.
Establish your investment strategy.
Create an investment plan that fits your needs and goals.
Establish investment accounts and automate your plan.
Monitor market conditions and portfolio performance.
Service Fee: Price is based on strategy implemented
We’re financial industry professionals with a wealth of knowledge and outside-the-box thinking, and we’re
passionate about helping you achieve financial success through financial education and expert guidance.
Whatever your endeavor, Aloha can help you say goodbye to financial uncertainty.