3 Financial Group

3 Financial Group Strength in Advocacy. Flexibility in Planning. Preservation for What Matters Most.

To access Firm disclosures, copy and paste the following URL into your browser: https://3financialgroup.com/ Too often, women and LGBTQ+ professionals are underserved, overlooked, or buried in jargon. Managing your personal life shouldn’t feel like climbing yet another ladder, which is why I founded 3 Financial Group. We champion your success through unbiased, approachable planning designed to empower–not overwhelm. By prioritizing strength, flexibility, and preservation, we help you make sense of your financial life so you can achieve your dreams. As a CERTIFIED FINANCIAL PLANNER™ professional and Estate Planning Attorney in Honolulu, HI, I’m uniquely qualified to combine wealth management and estate planning–giving Hawaiian residents one advocate who understands their full story. I also provide wealth management services for women and the LGBTQ+ community nationwide.

Don’t let these angelic faces fool you–my brother and I didn’t always get along this well!The jury’s still out on how he...
09/30/2026

Don’t let these angelic faces fool you–my brother and I didn’t always get along this well!

The jury’s still out on how helpful it is to force your kids to hug and “make up” when they’d rather throw a well-aimed punch. But I know for sure how damaging it can be to build an estate plan on assumptions.

Swipe to see 5 mistakes I’ve seen that can harm even the closest of sibling relationships.

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I like to tell my clients that if you don’t have kids, it’s time to make some younger friends (and not just because hono...
09/28/2026

I like to tell my clients that if you don’t have kids, it’s time to make some younger friends (and not just because honorary auntie life is the best).

Whether you’re childfree by choice, childless, or navigating estrangement, you may need to look outside of your family to fill key estate planning roles. Swipe to see what I mean, and then download my free guide to creating an estate plan that works for YOUR life, not somebody else’s.

https://3financialgroup.com/estate-planning-when-kids-arent-in-the-picture/

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If your friends don’t make for good pillows, you might need new friends.We all need a good support system. Bad day at wo...
09/25/2026

If your friends don’t make for good pillows, you might need new friends.

We all need a good support system. Bad day at work? Second-guessing the color you painted your office? Worried the market is about to wipe out your retirement savings?

I can’t stop your boss from scheduling meetings that should have been emails, but I can do something about that last item of business!

Get a virtual shoulder to lean on with my guide to grounding your financial choices:

https://3financialgroup.com/3fg-resources/12-ways-to-ground-your-financial-choices/

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Being childfree makes it easier to prioritize your career, take a last-minute trip, and have a white couch that actually...
09/21/2026

Being childfree makes it easier to prioritize your career, take a last-minute trip, and have a white couch that actually stays white. But it also means you have a pretty big question to answer in your estate plan: who’s gonna take care of me when I need help?

New on the blog is my guide to estate planning roles you need to fill when kids aren’t there to step in, and how to choose who you can trust. Get the full story 👇

https://3financialgroup.com/who-steps-in-when-i-cant-how-to-create-an-estate-plan-when-youre-childfree/

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09/15/2026

In today’s episode of “things that are easy to forget about,” we’re skipping past changing the furnace filter and heading straight to quarterly taxes.

If you’re self-employed, September 15th is your Q3 deadline, which gives you just enough time to prep:

✔️ Review your year-to-date cash flow
✔️ Revisit your revenue projections
✔️ Flag anything unusual (bonuses, settlements, new income streams)

Speaking of unusual: to all my trial attorney friends who landed a big settlement this summer, don't just cut the check and move on. Any kind of windfall, this one included, needs to be strategically managed, and you need to start thinking about tax mitigation now, not mid-December.

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09/14/2026

When you have a 6 AM flight, how would you rather get to the airport?

1️⃣ Walking 3 blocks to the bus stop, transferring twice, and finally hopping on a commuter train after a 40-minute wait

2️⃣ Uber

If things don’t have to be complicated, they just shouldn’t be–especially when they impact your finances. That’s why I blend financial planning AND estate planning. Because why wouldn’t you?

If keeping your financial life simple and streamlined is your kind of solution, tell me more about how I can help: https://3financialgroup.com/get-started-with-3fg/

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“Hold still for just a sec…I need to make sure your toes look equally attackable from this angle…” 🦶🐈 When you’re sizing...
08/17/2026

“Hold still for just a sec…I need to make sure your toes look equally attackable from this angle…” 🦶🐈

When you’re sizing up a financial problem or an opportunity, sometimes you just need a different view. Make sure you know how it factors into your financial plan AND your estate plan. Two sides, same coin!

Stick around for more life tips from my Hawaiian Humane Society fosters.

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to my elementary school days. Guess who was voted most likely to have a thorough estate plan?Estate planning just isn’...
08/13/2026

to my elementary school days. Guess who was voted most likely to have a thorough estate plan?

Estate planning just isn’t on the radar for most people until it’s too late, which can cause a whole host of problems–not just for you, but for the people you care about, too.

If you DO have one, make sure it’s up-to-date and matches your life right now. “Never change

Did you know that North America has the highest percentage of teeth grinders in the world?On a completely unrelated note...
08/11/2026

Did you know that North America has the highest percentage of teeth grinders in the world?

On a completely unrelated note, elections are coming up. Let’s talk politics, stress, and money.

Change often makes us nervous. Election season can be an emotional rollercoaster. It gets hard to stay objective, especially when you’re worried about how it will impact the economy, which impacts your investments, which impact your goals. Even harder when that’s all the “experts” are talking about.

You may not be able to avoid the campaign calls, but you can keep the circus out of your financial choices. Grab the guide:

https://3financialgroup.com/financial-forecasts-dont-matter-heres-why/

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Address

1888 Kalakaua Avenue, Ste C312
Honolulu, HI
96815

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 3pm
Sunday 8am - 7pm

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