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What is “Quo Vadis”?
Quo Vadis, translated from Latin, means “Where are you going?”—the ideal question to ask your financial future. If you can’t answer it, don’t worry; we can get you started. (We’ll even provide a map!)
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Forget what you’re worth.
Financial services should be available to everyone—not just the uber-wealthy. That’s why we’re fee-based and anti-sales: to keep an eye on your bottom line. And we don’t care where your finances are now; we care about where they’re going.
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What do I value?
Maybe you have a favorite charity. Or love living green. Or want to support those with similar beliefs. Your financial plan can—and should—incorporate your values. And you don’t have to sacrifice performance; in fact, often you can reduce risk with values-based investing.
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Is Quo Vadis for me?
Financial professionals aren’t one-size-fits-all. Some belong to commercial banks; others are independent. Some offer investment advice; others do taxes. Quo Vadis is an independent firm offering objective, integrated financial plans—customized to each individual.
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If you're the parent of a high school student who's looking ahead to college, it's important to have a grown-up conversation with your child about college expectations. Here are some handy tips to start the conversation.
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Ready to buy your very own home? It can seem like a scary process, but—together with a real estate expert—we're ready to help.
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Quo Vadis Financial location 1221 Kapiolani, Ste 1008, Honolulu, Hawaii 96814 tel 808-447-0564 fax 888-389-9221