Compassionate Finance

Life continually throws us curveballs, and we know that these changes and new responsibilities can feel overwhelming. At Mana, we see your power and potential; our Financial Life Design process is all about learning to use it. We know that trust and collaboration helps people achieve big things. We are here to connect, listen, learn, and ultimately deliver the great financial advice we know our clients deserve. 

We are a small, boutique advisory focused on deeply understanding our clients’ needs along with their personal history. The Mana Team acts with intention and holds space for our clients, ensuring that they are fully supported and celebrated through the ebbs and flows of life.

Holistic Planning

Finances can be complex, intimate, and ever evolving. Our planning strategy is built to support these characteristics over a lifetime.

• We assume that every client has the potential to change and improve their attitudes and beliefs around money.

• Our focus is on people first, not their income or assets.

• We integrate approaches from psychology, sociology, and behavioral economics to address lifestyle and well-being through better financial planning.

• Our strategies are based in empiricism and logistics, balanced and implemented through our philosophy of care and humanism.

Accountable Relationships

Mana helps clients bolster their financial confidence with detailed planning, but planning is only the starting point of our relationship. We stay deeply ingrained in clients’ financial data and life circumstances, keeping them accountable to their dreams. With our process and partnership, clients can withstand anything.

• Clients can expect us to continually track and analyze their financial data.

• We use the latest tools and technology to keep clients on target and monitor their progress.

• Clients can customize their experience and adjust aspects of their planning based on scheduled milestones and annual reviews.

Financial Advice needs an overhaul.

• 70% of Americans will face a major financial setback via an unexpected expense.

• 96% of Americans will experience four or more negative shocks to their income over their career lifetime, including divorce, medical incidents, long term care for loved ones, or layoffs.

• 61% of women would rather talk about their own death than money.

Too many people lack the confidence to live into their dreams. Many have limiting beliefs that leave them unprepared for the objective risk that life throws at us all.

Mana is changing the game.

We are dedicated to helping clients protect and grow wealth to achieve their dreams, regardless of the challenges they face.

As a fee-only advisor, we only charge for our process. We are compensated only by our clients, and we are both legally and ethically bound to act in the best interest of our clients.