What we're about

2020 is your year! This is a group for anyone, no matter what stage they're in their life, who is genuinely interested in obtaining confidence towards financial security. Those looking to make this their best year ever will gain a ton of value from the tools and strategies that are integrated into their financial plan. Initially, our events will be hosted individually until there are enough members for general outings (happy hour, networking sessions, seminars, and more!!). I look forward to seeing all that we accomplish together. Aloha!

Questions/ ideas:

P: 808.566.5312

E: weston.souza@nm.com

Upcoming events (5+)

Foundational Planning I

Pacific Guardian Center Mauka Tower

Aloha Everyone! This will be our first meet up. A similar meeting will begin immediately after. As a friendly reminder, our initial meet ups will be individually (or with a friend/ family member) until our group grows larger. I'm looking forward to seeing all that we will accomplish this year! Agenda: 1) Financial Planning Process 2) Your goals, financial priorities, and resources 3) Financial Concepts 4) Next Steps/ Three things to do today If there are any questions, please do not hesitate to reach out. I can also make individual date/time adjustments for those not able to attend. Let's make this your year!! Parking information and validation will be provided. Email: [masked]

Foundational Planning I

Pacific Guardian Center Mauka Tower

Aloha Everyone! This will be our meet up session I. Once we complete the building blocks for your future (Foundational Planning), we can focus on session II (Financial Planning). A similar meeting will begin at 5pm. As a friendly reminder, our initial meet ups will be individually (or with a friend/ family member) until our group grows larger. I'm looking forward to seeing all that we will accomplish this year! Agenda: 1) Financial Planning Process 2) Your goals, financial priorities, and resources 3) Financial Concepts 4) Next Steps/ Three things to do today If there are any questions, please do not hesitate to reach out. I can also make individual date/time adjustments for those not able to attend. Let's make this your year!! Parking information and validation will be provided. Please RSVP by noon of the day of the meet up. Email: [masked]

Foundational Planning I

Pacific Guardian Center Mauka Tower

Aloha Everyone! This will be our first meet up. A similar meeting will begin immediately after. As a friendly reminder, our initial meet ups will be individually (or with a friend/ family member) until our group grows larger. I'm looking forward to seeing all that we will accomplish this year! Agenda: 1) Financial Planning Process 2) Your goals, financial priorities, and resources 3) Financial Concepts 4) Next Steps/ Three things to do today If there are any questions, please do not hesitate to reach out. I can also make individual date/time adjustments for those not able to attend. Let's make this your year!! Parking information and validation will be provided. Email: [masked]

Foundational Planning I

Pacific Guardian Center Mauka Tower

Aloha Everyone! This will be our meet up session I. Once we complete the building blocks for your future (Foundational Planning), we can focus on session II (Financial Planning). A similar meeting will begin at 5pm. As a friendly reminder, our initial meet ups will be individually (or with a friend/ family member) until our group grows larger. I'm looking forward to seeing all that we will accomplish this year! Agenda: 1) Financial Planning Process 2) Your goals, financial priorities, and resources 3) Financial Concepts 4) Next Steps/ Three things to do today If there are any questions, please do not hesitate to reach out. I can also make individual date/time adjustments for those not able to attend. Let's make this your year!! Parking information and validation will be provided. Please RSVP by noon of the day of the meet up. Email: [masked]

Photos (4)