ALOHANA PROCESS
We begin where all true planning begins - with you.
At Alohana Financial, we align money with meaning — bringing clarity, calm, and harmony to your financial life.
Alohana Process
We meet you wherever you are.
Before we begin, we will start with a complimentary 30-minute heart-to-heart conversation to get to know each other and make sure our partnership is the right fit.
If we decide to move forward, our initial work together unfolds over 4 meetings within 2-3 months as we co-create your Financial Life Plan through the EVOKE® Life Planning process.
Financial Life Planning goes beyond numbers and spreadsheets. This process guides you through heartfelt conversations that uncover your deepest values and the life you’re truly meant to live — so your money can serve what truly matters to you. Then we use financial planning as a tool to help bring your life goals and dreams into reality—so your money supports a meaningful life, the one you want to wake up excited to live.
1
Exploration
It all begins through great listening. Together, we’ll step back to see your financial life from a bird’s-eye view, explore what a joyful and fulfilling life looks and feels like, address any urgent needs, and introduce you to Alohana Dashboard, where your vision and progress gently come to life.
2
Vision
We’ll have a heartfelt conversation about what matters most to you—clarifying what a truly great life looks and feels like. Together, we’ll begin shaping the vision that will guide everything we create together.
At this stage, many people realize that their dreams may be far more achievable—and sooner—than they once believed.
3
Obstacles
We’ll return to your vision of a great life and explore what could stand in the way. Together, we’ll reflect on how your current reality aligns with your ideal life—both in terms of time and resources.
This is often where momentum begins. Not because excuses disappear, but because they’re finally understood—and transformed into action.
4
Knowledge
We’ll walk through your personalized Financial Life Plan, bringing your vision and values into alignment with the practical side of your finances. Together, we’ll review key areas such as investment management, retirement planning, tax planning, cash flow planning, insurance review, employee benefits, stock options, college and estate planning — ensuring every piece supports the life you want to live.
5
Execution
As your plan comes to life, our focus turns to living in harmony — where clarity meets action.If needed, we’ll bring in a circle of trusted professionals — CPAs, attorneys, insurance specialists, and other experts— to ensure every part of your financial life is supported with wisdom, care, and integrity.
Once your financial life plan is fully aligned, we are in the Harmony Phase. We'll meet twice a year—typically in spring and fall—for Harmony Meetings. The Harmony Meetings are a time to reflect, realign, and celebrate your progress — ensuring your money continues to support the rhythm of the life you’re creating and make adjustments as needed.
And between those semi-annual check-ins, you’re always welcome to reach out with anything you’d like to discuss or share.
We’re only a phone call or an email away.
If you’re ready to align your money with the life you can’t wait to wake up to, let’s start with a simple conversation. The next step is simple and pressure-free.
