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Women and Investing

Client Centered

 Empowering Your Financial Future 

As the founder of Ohana Wealth, my passion is rooted in the belief that family is paramount and that financial empowerment is the key to securing a brighter future. With a special focus on women navigating life transitions, I am here to guide you through the complexities of finance with a personalized and empathetic touch.

 Navigating the Evolving Financial Landscape 

As the pendulum of financial dynamics swings, we observe a shift where more women are now the heads of households or even the primary breadwinners in partnership. While this evolution brings newfound opportunities, it also introduces unique challenges. Historically, a lifetime pay gap of $900,000 over a 40-year career has persisted, impacting financial trajectories. Today, as more women take the helm of financial decision-making, we navigate the complex terrain of equal pay, career advancement, and investment confidence. Recognizing the changing landscape, I am here at Ohana Wealth to empower you through these shifts, ensuring that your financial journey aligns with your aspirations and the evolving dynamics of the modern family.

 Empowering Women in Transition 

My journey as a single mother has fueled my commitment to making a meaningful difference, particularly in the lives of women navigating pivotal moments like divorce, loss of a partner, or career shifts. I understand the unique challenges and emotions tied to these experiences, and I'm here to offer more than just financial expertise – I provide a sense of confidence, security, and unwavering support.

 A Personalized Approach to Your Financial Journey 

 Beyond numbers, Ohana Wealth offers a personalized approach that prioritizes what truly matters to you. We don't just create financial plans; together, we craft empowering roadmaps tailored to your goals and aspirations. Whether you're planning for your family's future, navigating life changes, or ensuring a comfortable retirement, I'm here to guide you with compassion, expertise, and a genuine commitment to your success.

Women and Financial Strategies

We create strategies that are tailored to your needs and goals.


How Women Can Prepare for Retirement

Years of experience have prepared us to guide you through your life transitions.


Are you ready to take your Financial Future into your own hands?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.  

Thank you!