money should empower, not overwhelm
The name Kekoa means brave in Hawaiian. It started with friends in college asking me questions like "What should I do with my money?" and "Is this normal?" — and realizing they didn't want a sales pitch, they wanted an honest answer.
That's what Kekoa Capital is built on: financial planning that feels like a conversation, not a lecture. We look at your values, habits, and goals — not just your balance sheet — and we charge a flat fee, so your cost never rises just because you're succeeding
who we are
Explore what we offer
Annual
A personalized approach to managing your finances, designed to help you feel confident about your money and future.
A custom financial plan tailored to your goals
Ongoing support for budgeting, saving, investing, insurance review, retirement planning and much more
Recurring check-ins, modify your plan if needed
Access to Monarch Money for easy financial tracking
Love your plan? Renew annually for $2,000
A simple and supportive way to take control of your finances and create a spending plan that works for you.
Three meetings
Three-month access to Monarch Money to help track your budget
Hands-on help building and reviewing a budget that fits your lifestyle
Credit card review to ensure you're using them wisely
A relaxed and informative session to help you gain confidence with your finances.
One 1.5-hour session or two 45-minute meetings—your preference
Overview of essential topics, including:
401(k)s and IRAs
Budgeting Fundamentals
Credit Cards and Credit Scores
Student Loans & Debt Management
Short-term Saving and Long-term Investing
Understanding credit cards and credit scores
Managing student loans
Opportunity to ask any personal finance questions
One-month follow up access via email or phone for additional guidance
Schedule a time with us
Taking control of your finances starts with a simple step — a conversation. This first meeting is relaxed and pressure-free. We’ll talk about where you are today, what’s important to you, and how to start building a plan that fits your life and goals..
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Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!