What would you be doing if you weren’t working for INPAC?
I fell in love with Japan when I visited in 2014.
If I weren’t working for INPAC, I’d love to spend most of my time in Japan.
But at the same time, if I wasn’t working at INPAC, I’m sure life would be mundane. I love helping our clients get closer to “Living” their “Dreams”.
The only reason why I wouldn’t be at INPAC would be if I chose to retire. Honestly, I’m a workaholic though, so I know I’ll always work in some capacity.
What’s the best advice you ever received?
The best advice I ever received was from a life coach who is now one of my great friends: “Life is like a wheel of balance – each spoke represents Physical, Spiritual, Financial, Family, and Community balance.”
Life can be busy. It’s so easy to get caught up on just one aspect of life and let the others suffer or fall short. Trying to create a balanced wheel in all areas of life can help make life more fulfilling.”
But I’ve learned trying to create that balance is easier said than done. We’re all just human.
Realizing everyone is human helped the entire INPAC Ohana become better planners because it’s not always about the Financial numbers – it’s about our clients’ “Wheel” and how we can better use the numbers we have to plan on making the most out of each spoke, balancing everything.
Why do you do what you do?
I got to understand the concept of “being in business” when I grew up in the family fish business on Kauai. But only now have I really come to understand the true meaning of being in a business that is worth being in.
There is something so fulfilling about designing Wealth Plans to allow our clients to enjoy the most in each stage of life, making the most of their finances, retirement, their family, and life in general.