Makena Financial is excited and proud to offer a completely unique and one-of-a-kind financial membership opportunity.
Makena Financial Solutions (MFS) was created to accomplish three primary goals for its Members as they work towards achieving their most important financial goals and dreams:
Accountability: Provide ongoing support and act as an Accountability Partner to ensure the goals and strategies established are implemented consistently, and without fail. MFS helps its Members develop financial discipline, and gain clarity and understanding of what is needed to be financially successful.
Financial Coaching: Year-round financial coaching, guidance and tracking on the most important financial fundamentals needed to achieve financial safety and success. This includes coaching on establishing good financial habits, systems to eliminate debt, and guidance on how much to save and invest monthly for college or retirement.
Financial Education: MFS Members receive on-going education on all areas of their personal finances. The areas of education can be completely customized to each Member's individual preferences, such as Retirement, Real Estate, Investing, Mortgage Planning and Equity Management, and developing Good Financial Habits. The educational material is delivered in easily managed increments, allowing Members to learn at their own pace, on their own time.
Access Exclusive Information
MFS Members receive exclusive access to valuable educational materials and expert interviews in the Resources section of this website. These interviews can be listened to on the computer or even downloaded to an MP3 player and listened to while driving.
Attend Private Events
MFS Members also receive special invitations to private events throughout the year. These popular events provide an evening of fun, food, and education, and are just one way we celebrate the investment and commitment Members are making in their future.
To learn more about this unique and valuable opportunity, and details on how to apply for Membership, contact Trevor Hammond, Founder of Makena Financial Solutions, at 503-597-2550, or .
