Strength in Advocacy. Flexibility in Planning. Preservation for What Matters Most.
To access Firm disclosures, copy and paste the following URL into your browser: https://3financialgroup.com/ Too often, women and LGBTQ+ professionals are underserved, overlooked, or buried in jargon. Managing your personal life shouldn’t feel like climbing yet another ladder, which is why I founded 3 Financial Group. We champion your success through unbiased, approachable planning designed to emp
08/17/2026
“Hold still for just a sec…I need to make sure your toes look equally attackable from this angle…” 🦶🐈
When you’re sizing up a financial problem or an opportunity, sometimes you just need a different view. Make sure you know how it factors into your financial plan AND your estate plan. Two sides, same coin!
Stick around for more life tips from my Hawaiian Humane Society fosters.
COD00001513
08/14/2026
If you live on Kaua‘i but…
☝️ Your kids are still on the mainland
☝️ You still own a house on the mainland
☝️ Your estate attorney is on the mainland
…Then there’s a good chance that at least one of your estate documents needs to be updated.
Find out which:
https://3financialgroup.com/how-to-make-an-estate-plan-on-kauai-when-half-of-your-life-is-on-the-mainland/
COD00001523
08/13/2026
to my elementary school days. Guess who was voted most likely to have a thorough estate plan?
Estate planning just isn’t on the radar for most people until it’s too late, which can cause a whole host of problems–not just for you, but for the people you care about, too.
If you DO have one, make sure it’s up-to-date and matches your life right now. “Never change
08/11/2026
Did you know that North America has the highest percentage of teeth grinders in the world?
On a completely unrelated note, elections are coming up. Let’s talk politics, stress, and money.
Change often makes us nervous. Election season can be an emotional rollercoaster. It gets hard to stay objective, especially when you’re worried about how it will impact the economy, which impacts your investments, which impact your goals. Even harder when that’s all the “experts” are talking about.
You may not be able to avoid the campaign calls, but you can keep the circus out of your financial choices. Grab the guide:
https://3financialgroup.com/financial-forecasts-dont-matter-heres-why/
COD00001510
When you want more than an algorithm for your financial choices, you work with a financial advisor. And when your life is about more than just retirement, you work with us.
If you’re tired of financial conversations that make you feel dismissed, talked over, or boxed in, let’s blow this popsicle stand and build something that works for you.
Schedule a call to find your better fit: https://3financialgroup.com/get-started-with-3fg/
COD00001512
Laundry day with kittens is almost as complicated as staying on top of those never-ending life tasks–like keeping your will up-to-date. Just when you think it’s ready to be checked off, life pounces, whether it’s a career change, a move, a new grandkid, etc.
One of my best tips: A “finished” plan isn’t realistic, and it isn’t the goal, anyway.
Instead, focus on making a flexible plan. A good estate plan is a constantly evolving strategy, not something you should fold up and file away.
I’m all about embracing the chaos, in and out of the office. So if you’re ready to build an estate plan that can keep up with the unpredictability of real life, hit that follow button for more tips ✨ (and a steady stream of kitten pics, courtesy of my fosters from Hawaiian Humane Society).
COD00001447
07/23/2026
A friendly reminder from little Joanna that looking before you leap is a good life rule, but your odds of success are even better when you give yourself the right tools.
Shoutout to goggles, contingency plans, and learning enough ahead of time to make your financial plan flexible.
Oh, and don’t forget to pause for a photo op so you can appreciate what a badass you are 😎
COD00001446
07/20/2026
Chronic Zillow scroller? Guilty as charged!🙋♀️📱 But when you’re ready to switch from window shopping to serious consideration, there are a few things you absolutely should know.
I recently sat down with Lisa Hepa at PrimeLending, A PlainsCapital Company, to get her absolute best insider tips for navigating a home purchase like a pro. 🏠✨
Want a step-by-step roadmap to guide your own journey? 📥 Download my free guide: https://3financialgroup.com/the-real-test-for-financial-independence-buying-a-home-solo/
COD00001444
07/15/2026
How I sleep at night, knowing I updated my estate plan this year and looped in my beneficiaries 😴
Family drama, who? Let’s leave that for
Inspirational foster kitten thanks to Hawaiian Humane Society
COD00001445
07/13/2026
You’re in the middle of a divorce, so you’re definitely going to keep your joint credit card, right? 🧐
Forgetting about your HELOC puts you in the same boat–even if your divorce agreement says otherwise.
So if you don’t want to be stuck paying off the dune buggy your ex bought after the divorce, make sure you read my new blog.
https://3financialgroup.com/what-happens-to-a-home-equity-loan-after-a-divorce/
COD00001443
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
| Saturday | 9am - 3pm |
| Sunday | 8am - 7pm |