Schedule an Initial Consultation

The Financial Planning process begins with an Initial Consultation. This informal meeting focuses on understanding each other and discovering whether our planning process is the right fit for your unique situation. We accomplish this by learning about you, your current financial picture, and your broader financial and life goals while answering any questions pertaining to these topics. The initial consultation is typically 30-90 minutes in duration, dependent upon the breadth and depth of the topics discussed.

TFG Kauai, LLC

3814 Iluna Place
Princeville, HI 96722

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