Alohana is rooted in purpose, guided by harmony.
Because your best life deserves more than just a plan — it deserves harmony.
"Harmony is when what you think, what you say, and what you do are in alignment."
Mahatma Gandhi
A different type of guide for those who want to bring their money into harmony with their dream life
I grew up in a small town in Armenia, where life was simple — but never easy. My parents’ quiet strength and our close-knit community taught me early that true abundance isn’t measured by what you own, but by gratitude, relationships, and resilience.
Years later, after immigrating to the United States on my own, I faced a fresh set of challenges — learning a new language, adapting to a new culture, and trying to find my place in a fast-moving world. Along the way, I realized that money has a language of its own — one spoken through our values, our emotions, and the choices we make every day. That understanding became the spark that eventually led me to the deeper, more soulful work of life planning.
In Hana, Hawaii, I immersed myself in the EVOKE® Life Planning process, learning directly from its founder, George Kinder, his extraordinary team, and a community of like-hearted planners. Surrounded by the island’s quiet beauty and the spirit of Aloha, I found a way to bring harmony to the intersection of money, meaning and life purpose. That’s how Alohana was born — a blend of Aloha (love, peace, harmony) and Ohana (family — no one left behind). Together, they capture the essence of what I value most.
Over the years, my work and perspective have been featured in publications such as Forbes, Yahoo Finance, U.S. News, Investopedia, USA Today, CBS and many more — where I’ve shared insights on mindful money management and purpose-driven financial strategies.
When I’m not writing or working with clients, you’ll likely find me immersed in a good book, exploring the world with my wife and daughter, or finding stillness in nature — a rhythm that reflects my approach to planning: grounded, steady, harmonious, and guided by what truly matters.
The name Alohana is born from the fusion of two Hawaiian words: Aloha, meaning love, peace, and harmony, and Ohana, meaning family, where no one is left behind.
Together, Alohana captures the spirit of harmony, connection, and care that guides everything we do. It’s not just a name—it’s a way of being and lifestyle.
At Alohana, we believe true wealth flows from relationships, gratitude, and purpose. Money is simply the energy that supports that flow. Our work is to bring your financial life into harmony with what—and who—matters most.
Just as Aloha invites us to live with an open heart and Ohana reminds us we’re all connected, Alohana represents the journey toward wholeness—where your money, meaning, and well-being move as one.