Services

At Hanai Financial, we are driven by a deep passion for helping individuals secure their financial futures through effective cash management and savings strategies. As fiduciary financial advisors, we hold ourselves to the highest standards of integrity and trustworthiness. We do not accept commissions or sell products; we only give financial advice for a set fee.

We offer three service models: HOURLY, FINANCIAL CHECK-UP, and COMPREHENSIVE FINANCIAL PLANNING Assets under management AUM.

Hourly

Comprehensive Financial Planning

Financial Check-up

What you can expect:

Personalized advice
No long-term contract
Help to navigate financial decisions.
Check workplace benefits and/or retirement, IRA, retirement savings plans, tax planning, Real Estate, or any other financial topic.
Peace of mind

Hourly rate: $250 per hour

Book Hourly

Financial Check-up

Comprehensive Financial Planning

Financial Check-up

What you can expect:

5 meetings
Retirement planning
Insurance planning
Work benefits analysis
Tax Planning
Income stream planning

Most suitable for:

Individuals/couples under age 50 with simpler financial situations

$2,500/year for individuals
$3,500/year for couples

Book Financial Check-up

Comprehensive Financial Planning

What you can expect:

Investment management (AUM)
Unlimited on-demand advice
Quarterly check-ins
Periodic plan review & planning opportunities
Retirement planning
Tax planning
Estate planning
Insurance planning
Annual tax summary for organized tax prep

Most suitable for:

Individuals/couples over age 50 with more complex financial situations

Book Comprehensive

Our primary objective is to protect the dreams you've worked tirelessly to achieve and the assets you've diligently accumulated over time. We understand the importance of safeguarding your financial well-being and are committed to guiding you every step of the way.

At Hanai Financial, we believe financial security should be accessible to everyone. You do not need to have saved lots of money to benefit from financial advice. With our guidance, you can take confident steps towards a more secure and prosperous future wherever you are on your financial path.

Member of NAPFA, NAEPC

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