Makena Financial Strategies is a completely unique service, and experience, created for homeowners.

We specialize in helping families develop, and implement, custom financial strategies relating to their home to maximize monthly cash-flow, liquidity, financial safety, rate of return, and tax deductions. We educate homeowners on how to integrate their mortgage into a comprehensive financial plan to build wealth. We are Financial Strategists.

What we offer

We are committed to providing and establishing a high-trust relationship. Unlike many banking institutions, we never view our clients as a transaction. We offer long-term mortgage planning and equity management strategies. We offer unique Membership opportunities and a community environment. Our mission is to understand the goals and needs of your family, and provide unique solutions and strategies.

What we are not

Mortgage Bankers; Mortgage Brokers; Loan Officers...while we provide and have access to identical mortgage products and interest rates, our services cannot be compared. We view the mortgage itself as a commodity easily obtained anywhere; the advice, education, and strategies we provide become invaluable to our clients over a lifetime.

Financial Planners. We specialize in developing the complex strategies needed to achieve financial success. Once our clients and Members are in a position to begin investing towards their future, we refer them to a trusted Financial Planning Partner.  If the client already has a well-established, trusted relationship in place, we coordinate our efforts with that Financial Planner to maximize the value and benefits for the client! 

Financial Strategists

We help clients understand all aspects of their finances, including family savings, debt management, and proper mortgage planning. Our uniqueness comes from our passion and dedication to educating homeowners on how their home, and mortgage, can become a key financial tool to achieving their short and long-term financial goals.

Learn more about our Makena team