Financial Planning Hawaii
Start with a conversation, not a commitment
Book a complimentary initial meeting with John H. Robinson, in person at our Honolulu office or by remote video from anywhere. There is no cost and no obligation.
Pick any time that works for you. The calendar adjusts to your time zone automatically.
Checking office hours
Reach us directly
What to expect from a first meeting
Your first meeting is with JR himself, in person or by remote video, whichever suits you. There is no cost and no obligation, and nothing you need to prepare.
The purpose of the first meeting is for you to get to know our approach and our processes, and to see whether we are a good fit for your situation. Ask anything you like, and JR will give you straight answers.
We encourage prospective clients to interview other planners too. We are not the best fit for everyone, but for the people who elect to work with us, we are often a great fit. There is no pressure and no follow-up campaign.
A note on privacy: please do not include sensitive personal information such as Social Security numbers, birthdates, or account numbers in emails or messages. We will collect anything sensitive through a secure channel once we are working together.