Our purpose is to give you the freedom to focus on what brings you happiness and fulfillment. We accomplish this by coming to know you – and knowing you well. By understanding your unique goals and your vision of an ideal future, we work together to create a comprehensive wealth management strategy that encompasses a holistic, custom-tailored financial plan and an appropriate investment approach and portfolio.
The Kondo 360° Planning Approach focuses on the key drivers in your life. We recognize the importance of balance, comfort, protection, and family – that’s why our approach is holistic, personal, and always centered on you.
Everyone’s idea of success and accomplishment is unique — just like their vision of the future. That’s why we start with getting to know our clients well and clarifying their goals and ambitions.
Our role is to provide more than advice on wealth accumulation; it’s to help our clients live a life that has the rewards that come from living it well.
Our 360° process starts with setting a clear vision of what success means to you so we can build a plan that’s all around you and a better tomorrow.
Our approach is centered around where you are today and where you want to go. We help you define your freedom and open the doors to opportunities through thoughtful and purposeful planning.
Whether you’re on your way to building wealth, looking to protect your family, grow your assets, are approaching retirement or are already retired, we will work to craft the solution that’s right for you.
Our guidance, discipline, and vigilance keep you on the path to reaching your goals and maintaining your lifestyle.
Have a plan you’d like us to review?
Real-world Webinars to Shape a Better Future
Join us for one of our many informative webinars. We focus on the transformative power of wealth building coupled with our holistic approach to planning.
Hope to see you there!