When a money decision feels too important to get wrong.

Some decisions do not feel easy to undo. Retiring, selling a business, handling an inheritance, changing careers, dealing with equity compensation, or rebuilding after a family change can all bring real fear with them. We help you slow down, understand the choices in front of you, and decide what to do next.

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Why people come to Pathfinder

Make tradeoffs clear for important decisions.

If you are weighing a major choice, sorting through competing advice, or trying to understand what matters most, Pathfinder guides you from uncertainty to a decision that reflects your values.

You need to know what matters first

We help separate the decisions that need attention now from the ones that can wait.

You want advice without a sales agenda

Pathfinder is fee-only and fiduciary. We are paid by clients, not by commissions or product sales.

You want a direct relationship

This is a small Hawaii-based practice. You work with David and Katherine, the people doing the planning.

Start where you are

You do not need to have everything organized before we talk.

Tell us what feels hard to decide right now. We will listen, ask practical questions, and help you see whether Pathfinder is the right place to begin.

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