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Teacher Leading Discussion

The Student of Wealth Experience

Learn.  Build.  Protect.  Be Seen.

Our programs  help you learn, plan, and build wealth step-by-step-with support.

Inside your membership, you receive four powerful experiences each year:

  • One project we build together

  • One monthly reset conversation

  • One financial skill per season

  • Two private strategy sessions each year

Because wealth grows best when learning and action happen together.

And after three months inside one of our programs you may be invited to share :

  • your project

  • your progress

  • your purpose

  • your pathway

on Student of Wealth Radio Hour. Because builders deserve visibility.

Reserve Your Wealth By Design Consultation


Your Wealth by Design Consultation is a personalized financial education and protection experience. During this consultation we take time to understand your goals, evaluate your current situation, research appropriate solutions, and prepare customized recommendations designed around your unique needs. Because every consultation includes professional preparation, carrier research, and personalized analysis, the consultation investment is non-refundable.


At Student of Wealth Hawaii, our goal is not simply to recommend financial products- it is to help you make informed stewardship decisions with greater clarity and confidence.

Choose your experience. How can we serve you?

Individual Wealth Consultation

includes:

  • Financial needs Assesment

  • Protection & legacy plan guidance

  • Carrier/Solution Research


Wealth Protection Blueprint for

business owners could include:

  • Needs analysis

  • Protection gap review

  • Carrier Comparison

  • Written recommendation

  • Next-step roadmap


Business Family Legacy Blueprint

could include:

  • Life Insurance Policy Review

  • Disability Protection Analysis

  • Retirement Planning

  • Estate Coordination

  • Beneficiary Review

  • Business succession discussion

  • Wealth transfer concepts

Birthday
Month
Day
Year

4. Two Private Wealth Strategy Sessions Per Year

These are your personal navigation checkpoints.

Session 1 - Discovery Session

We identify:

  • your goals

  • your responsibilities

  • your risks

  • your opportunities

This is where we figure out where you are and where you want to go.

Session 2 - Professional Financial Tools Session

We explore tools like:

  • life insurance

  • income protection

  • fixed index annuities

  • legacy strategies

This is where we choose the right tools to help your plan work in real life.

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