Most busy professionals lack the time, desire and/or expertise to effectively manage their personal finances. At Manuka Financial, we provide clarity to help you balance living for today while being thoughtful of tomorrow. So you’ll be able to retire comfortably while you still have the time and energy to enjoy life. All for a flat fee.
- Trustworthy – As a fee-only fiduciary, we always act in our client’s best interests.
- Experienced – We’ve spent over a decade helping hundreds of families successfully retire.
- Credentialed – We hold both the CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™) designations, setting us apart from most other financial advisors.
How Can We help you?
As a boutique firm, we intentionally work with a select number of individuals and families on an on-going basis so that we can remain committed to providing a high level of proactive service to each one. It’s therefore very important to us that we’ll be a good fit. And if for any reason it turns out we’re not, we’ll help you get to the right place.