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Protected
Kids' education funded
0+
Families Protected
$0.0B+
Assets Under Guidance
$0M+
Protection Gaps Found
0+
Years Serving Hawaii
Mark and Keiko, ages 42 and 40, live in Kailua with their two children. Like most families, they assumed they were "doing fine" financially.
After completing their 15-minute Financial Checkup, they discovered:
Their employer life insurance covered only 18 months of expenses—not the 10+ years their kids need to reach adulthood.
The Result:
Within 30 days, they closed the $850K gap for just $47/month—less than their monthly streaming subscriptions.
* Example for illustration. Names changed. Individual situations vary.
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Financial Health Score
80
/100
Excellent Financial Health
What this means: Your score considers your net worth relative to your age, emergency fund coverage (N/A), family protection level, and retirement trajectory. You're in excellent shape across most areas.
Total Assets
$0
Total Debts
$0
Your family is well protected!
Your current coverage of $0 meets or exceeds our recommended $0 (5x income).
30 years until retirement at age 65
Based on your current savings of $0 and an assumed 15% savings rate with 7% annual growth. Your target is $0 (80% income replacement for 25 years). Adjustments may be needed to meet your retirement goals.
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Schedule Free ConsultationThis calculator provides estimates for educational purposes only and should not be considered financial advice. Individual circumstances vary. Consult with a qualified financial professional for personalized guidance.
Assumptions: Retirement projections assume 7% annual investment returns, 15% savings rate, and 80% income replacement in retirement. Actual results will vary based on market conditions and individual circumstances.
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“We thought we had everything figured out. The Financial Checkup revealed we were $400K underinsured for our mortgage and kids' future education. That conversation was uncomfortable, but necessary.”
The Nakamura Family
Pearl City, HI
Family of 4
“After losing my husband unexpectedly, I was terrified about our finances. The team at Wealth Pro helped me understand our complete picture and build a plan. Now I sleep easier knowing my kids are protected.”
Jennifer Santos
Kapolei, HI
Single parent
“We were saving for retirement but had no idea if it was enough. The analysis showed we could retire 5 years earlier if we made some adjustments. That was the motivation we needed to get serious.”
Robert & Mary Chang
Kailua-Kona, HI
Empty nesters
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