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Family Financial Planners Honolulu HI

Local resource for family financial planners in Honolulu. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA

Ms. Janet V. Andres, CFP®
(808) 525-6949
733 Bishop Street 28th Floor
Honolulu, HI
Firm
Morgan Stanley Wealth Management

Data Provided By:
Mr. Gene H. Tani, CFP®
(808) 927-1982
771 Amana St Fl 2
Honolulu, HI
Firm
Woodbury Financial Services, Inc.

Data Provided By:
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Scott Matthew Butera, CFP®
(808) 526-6948
733 Bishop St Fl 16
Honolulu, HI
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Service Professionals

Data Provided By:
Mr. George G. Nabeshima, CFP®
(808) 591-6606
725 Kapiolani Blvd
Honolulu, HI
Firm
Seasons Quest
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Lincoln K. Koike, CFP®
(808) 952-1257
1585 Kapiolani Blvd Ste 1100
Honolulu, HI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Social Security Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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