Financial Planning

Our financial plans are designed to put clients on the road towards achieving their financial goals, to keep them on track, and to get them there in the most reliable and cost-effective way.

Everyone looks at their world through a frame of their values. That’s why we created the Kondo 360° Planning Approach. Each plan that we create is unique because it takes into consideration the client’s history, community, culture, and values. Clients are very comfortable with their plan because it is uniquely theirs. Their plan becomes an active blueprint for achieving their future goals.

Many of our plans are focused on retirement. This is especially urgent for Baby Boomers because they are retiring earlier and living longer. This means they will have to fund more years of retirement than previous generations. Having a rigorously researched financial plan gives our clients the confidence that a successful retirement is achievable, and that they can have a quality of life that is emotionally rewarding. For those who are already retired, the financial plan gives them the peace-of-mind that they will not run out of money in retirement, and they can enjoy the use of their assets without worry.

Kondo 360 Planning Approach
01 02 03 04 05 Clarify Vision& Future BalanceWork &Life Build aLegacy CreateFinancialComfort Help &ProtectFamily Holistic. Personal. Balanced.

01Clarify Vision & Future

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.

02Balance Work & Life

You work hard, and we’re here to help you make the most of your efforts. It’s not just about what you keep, it’s about the freedom it gives you to accomplish your life’s ambitions.

Increasingly, investors are looking for more than just an accumulation of wealth. They’re looking for what it allows them to do within their lives, whether it be traveling, education, family, or leaving a legacy for future generations.

We help you find the balance you need to enjoy all that life has to offer.

03Create Financial Comfort

Everyone wants the peace of mind that comes from knowing that they don’t have to worry about their financial outlook – but very few find it. At Kondo Wealth Advisors, our investors are the exception. We take the time to help our clients understand their investments and the progress they are making towards their goals.

With this knowledge, they gain the comfort and freedom of knowing that they can fulfill their obligations and are prepared for any challenges that life may bring. We believe that it’s the extra effort we take to come to know our clients and their dreams of the future that allows us to serve them best.

04Help & Protect Family

For many of our clients, family is their top priority. That’s why we create comprehensive and personalized financial plans that focus on providing for and protecting their families. More than a road map to retirement, we offer a holistic plan that spans all your responsibilities.

Whether it be funding education, assisting with medical costs and elder care, or helping grandchildren with saving for their future, we help you provide for and protect your family with the financial security they deserve.

05Build a Legacy

You’ve put in a lot of effort and come a long way to be where you are today. Now it’s time to start thinking about the future and the legacy you want to leave for your family, loved ones, and causes that are near and dear to your heart.

At Kondo Wealth Advisors, we don’t believe you need to live on an estate to benefit from estate and legacy planning. Our role is to help you live the best life you can, and that means planning for the effective transfer of wealth to the next generation. No matter what kind of legacy you wish to build, we’re here to help you achieve it all.