What We Stand For in Financial Planning (and Life)
Financial planning is about more than money. It’s about real people, real goals, and building a future that supports the life you want.
At HAWA, we believe in planning first and investing second, because your money should follow your life, not the other way around. We believe in planning first and investing second, because your money should follow your life, not the other way around. We’re all about honest conversations, like telling you when you’re on a good path and when you need a reality check.
Most of all? Financial planning should make life less stressful and more enjoyable.
Our Core Values
Our values are more than just words in a mission statement. They reflect our commitment to clarity, care, and long-term partnership.
Transparency Builds Trust
Money conversations should be clear, straightforward, and free of fine print. At HAWA, you’ll always know what you’re paying for, why it matters, and how it benefits you, because trust is built on clarity.
Financial Planning For Life
Your goals guide everything we do. Rather than focusing on products or commissions, we focus on understanding your life, your values, and what financial security looks like to you. As a result, you get a personalized strategy that confidently moves you forward.
Judgment-Free Guidance
Did you spend more on takeout than retirement savings last year? Haven’t looked at your 401(k) since you set it up? We get it, life happens. Our approach is all about meeting you where you are without the financial guilt trip. The goal is to build a plan that feels doable, supportive, and forward-focused.
Clarity & Simplicity
Financial planning should be easy to understand. That’s why we keep things clear, break down the complex, and explain everything in plain language, so you always feel informed, confident, and in control. And yes, you can ask all the “silly” questions.
Long-Term Support, Every Step of the Way
We’re here for more than just the first meeting. Whether you’re planning a big move, navigating a career shift, or checking if that dream vacation fits your budget, we’ll be by your side with advice when you need it most.
Social Responsibility & Thoughtful Investing
How Our Values Shape Your Future
Our values are the reason clients feel more in control of their finances, more secure in their future, and less stressed about money.
Less second-guessing, more confidence.
With transparency at every step, you’ll always understand your financial choices without wondering if you’re making the “right” move.
A strategy that keeps up with real life.
Your goals and circumstances will evolve, and your financial plan will grow with them.
Fewer financial “what ifs.”
Money that aligns with your values.
Support for the long haul.
From quick check-ins to major financial pivots, we’re here when you need us – ready to support you as a long-term partner.
It’s Never Too Late to Take Control
The best time to plan was yesterday. The next best time? Right now.
Schedule a free consultation. No pressure, just real guidance. You’ll be glad you did.