Honolulu
Dillingham Transportation Building
Meet NextGen
A plan that grows with you
Our NextGen service exists to help you feel confident about your money as you step into your peak earning years. We’ll teach you what you need to know, support you along the way, and make sure you never feel like you’re figuring it out alone. You’ll receive a goal-based plan built around your life: a personal road map that shows where you are today and where you want to go. Along the way, we’ll give you the insight and direction to make every financial decision feel thoughtful, well-paced, and never rushed.
Built for what's next
Four simple steps. Three years of support.
Your discovery meeting is a complimentary, one-hour conversation with our Financial Planning team. We’ll start by getting to know you: where you are financially today and what you hope your future looks like. From there, we’ll talk through the best approach for your financial plan, so it fits your life and feels thoughtful, never rushed. We’ll wrap up by walking through the timeline, so you know exactly what to expect and when.
With your financial plan delivery, you’ll receive a goal-based plan built around your life: strategies that fit your situation, along with written recommendations based on your lifestyle, your accumulated assets, and your long-term, mid-term, and short-term goals. You’ll also get a clear Action Plan that spells out exactly what steps it takes to reach those goals, with markers for when each task should start and finish, so you never have to wonder what comes next. Your plan is designed to carry you through three years. During the third year, we’ll sit down together to look at where you are, and talk through what you need and what you value most for the next three years.
Twice a year, we’ll sit down together for a one-hour check-in at the time of year that works best for you, for all three years of your plan. These meetings keep your Action Plan moving, so we can review where things stand and what’s next. They’re also your chance to ask questions and get one-on-one time on any topic you’d like to know more about. Along the way, we’ll help you learn which topics matter most for your situation, so you feel informed and confident in every decision.
Between meetings, we’re always within reach. You’re welcome to contact us by email, or phone with any questions about your plan, and we’ll answer them openly and promptly. We’ll also follow up along the way to make sure your action items are complete or on track, so nothing slips through the cracks. You’ll have exclusive access to our catalog of educational videos and webinars, which cover the fundamentals of financial well-being, so you can learn at your own pace and feel more confident in each step you take.
For $2,800, you have us in your corner for three years. Everything described here is included, so you can focus on your future instead of the fine print.
Schedule Call
Meet your team.
We're here to
be your sounding
board.
You’re likely a good fit if you’re looking for more than someone to manage accounts. Sano is built for people who want a steady partner—someone who understands the full picture and stays close through life’s changes. We work best with individuals, families, and business owners navigating complexity, transition, or uncertainty.
Sano is Italian for wholesome, healthy, and sound. As a family business, those words carry weight. They speak to a way of living: grounded, safe, and entirely cared for. We named ourselves after that feeling because it's exactly what we set out to create for every family that walks through our door.
Many firms focus on investments alone. Others focus on one moment in time. Sano is built around integration and continuity. We look at your finances as a connected system—investments, taxes, business interests, medicare, and life changes—then guide you through it with patience and care.
It starts with a conversation. You can reach out to schedule a meeting or give us a call, and we’ll take it from there. The first meeting is simply about getting to know you, understanding what’s on your mind, and seeing how we might help.