Define your wealth with Mana
Challenges around money aren't discovered in spreadsheets alone. Research from psychology, sociology, and behavioral economics shows that the relationship between money and happiness is both complex and unintuitive. Our attitudes and beliefs about finance shape the way we live, plan, and dream.
To us, the implications of these findings are clear — people need better options and more holistic financial planning. Typical financial advisors help their clients budget and invest their money, but at Mana, we do more and we do it for a lifetime.
What is Financial Life Design?
A roadmap to your best future. Financial Life Design is a holistic process that uses multiple lenses to analyze and identify client needs, create optimized plans and strategies, and provide support on the path to financial freedom. Mana’s approach is comprehensive and compassionate, allowing plans to grow, ebb, and flow in balance with our clients’ lives.
A vision of your goals and priorities. Finance is personal, and every client’s definition of wealth is unique. We recognize that wealth encompasses far more than just assets or savings. It’s natural for these priorities to change at every stage of life. Mana gets you what you need even as your goals may shift, staying up to date with clients on an effective regular schedule.
We offer all of the features of a traditional financial plan: advice on cash flow, investments, stock compensation, employee benefits, tax strategy, insurance, estate planning and charitable giving. And crucially, we help clients move beyond traditional planning. We empower people to shift their focus into lifelong education, to learn what it takes to build a better existence. Our innovative strategy plots a route to your most valued future, with a secure financial map and guidance along the way.
Our commitment to clients: Mana’s life cycle evolves with you
Our work begins with building a strong connection that we deepen over your lifetime. Mana’s process has three key, client-centered elements that are revisited on a regular cadence to ensure that we are working in sync and growing a beneficial partnership. Committing to Mana means retaining a financial life planner who invests in you personally to sustain the most productive relationship over time.
Get to know our process below…
Deep Diving And Goal Setting
We value deep connection and partnership at Mana. Our first element of Financial Life Design focuses on building, renewing and growing this connection. Examples of actions that build this element are:
Answering questions: tell us about your attitudes and beliefs towards money and fulfillment. Learn how these shift over time.
Getting organized: help us understand your full financial picture and gather key documents and notes to securely store them all in one place. We help clients through this process and make sure your information is kept up to date.
Setting goals and dreaming together: determine your short term and long term goals in life and money. We know these may shift over time and through life’s changes, and Mana is uniquely positioned to adapt and support them quickly and effectively.
Goal-Based Wealth Management
We believe your goals should be at the center of your wealth management strategy. Our second element focuses on achieving this at a personal level for each client. Your advisors will lead you through a formal process of thought provoking conversations and structured life planning exercises to identify and connect with your most significant life and wealth goals. Examples of actions that build this element are:
Practical analysis: document and update your cash flow, understanding where money comes and goes.
Envisioning your future: connect with your future self by stepping into your life design through guided discussions with our team.
Aligning on investments and wealth development: we deliver a personalized investment strategy that prioritizes your wealth goals and life vision.
Learn more about this phase here.
Financial Care For A Lifetime
We have found that the most important part of our advice is helping clients thrive through life’s transitions, surprises and challenges. Our third element encompasses a holistic view of your financial life that we use to sustain a strong future. Here, we ensure that you are supported to withstand anything and continue growing life’s value. Examples of actions that build this element are:
Build and enrich a strong relationship that prioritizes you as a person, celebrating the value you bring to the world with regular updates and communication.
Stay grounded and grow stronger: whether you’re going through a job change, receiving inheritance, experiencing a liquidity event, or preparing for retirement, we keep you on course with your vision and values. This is where we truly help you prosper in the long term.