Founded in 2008, 3D Financial Planning, LLC is an independent, fee-only wealth management firm that aims to provide objective and personalized financial guidance. The firm's name reflects its "3D Process" - Discover, Design, and Deploy - which structures its client engagement from initial goal-setting to strategy implementation and ongoing monitoring. They specialize in comprehensive financial services, including investment management, retirement planning, and estate planning, serving individuals and families primarily in Hawaii and the broader United States.

Founded in

United Kingdom