Mana offers more than traditional financial advice

Traditional advisors are focused on money first. They identify problems and develop one-time, standardized solutions. Clients are given set instructions to follow, and are expected to communicate important life changes or updates. We find that this process is too time-limited and impersonal, and our offerings fill in the many gaps that traditional advice leaves empty.

Life design goes far beyond traditional advice. At Mana, we focus on the client first, spending time to collaboratively understand your life goals and values. We identify personal desires and find unique solutions to empower and inspire. We prioritize listening over directing, and deeply value client voices in our advisory relationships. With scheduled update meetings and long term communication, we become trusted partners for your life, ensuring that you are continually supported.

We honor each client’s unique personal history and vision of the future. We expect growth and change, and our method is built to celebrate and capitalize on it.

Inspiring the confidence to live your dreams

Mana supports you at every step of your development. As a Mana client you can expect access to a team of professionals who will provide guidance, advice and transactional support throughout the year; when and as required. We will be proactive in our communication with you if we feel there is something new you need to know or do.

As part of our annual planning fee, you will receive:

Our initial investment: we deep-dive into your finances and get to know you personally, to craft a highly specialized approach for your long-term life plan and wealth strategy.
Money mindfulness: throughout the year, Mana will help you monitor progress of your plan, and facilitate any required action steps to keep you constructively engaged with your finances.
Annual review meeting: we do a thorough review of your finances each year. We will assess progress and identify new circumstances that could alter your plan and adjust accordingly.

Plus exclusive access to Mana resources:

Organization and aggregation of your accounts for a consolidated view of your financial picture.
Unlimited, secure document storage to safely store all important records and access them from anywhere.
Access to educational material: to learn and stay current, you will have access to the Mana Newsletter and Quarterly Investment Review where we share pertinent education material on topics of interest.
Access to Mana’s network of professionals, all who serve to protect, preserve and grow your wealth & wellbeing.

Complete Offerings For Abundant Lives

The Mana approach is comprehensive, covering everything from visioning to planning and investments. There are two key processes that clients can expect when working with us: