Edi founded AIKAPA to provide financial services for individuals and businesses. AIKAPA is an independent fee-only financial planning and wealth management firm. Our sole aim is to provide the best products and services recommendations that are ideally suited to help our clients reach their goals. We have no affiliations with mutual fund companies, broker/dealers or insurance companies. We are committed to guiding our clients to solid financial decisions that are aligned with their goals and are product neutral.

As a fee-only firm we provide our services on an hourly-project or retainer basis (AIKAPA Guided Plan) or as part of an asset based fee (AIKAPA Managed plan). Within the Guided Plan our clients drive the process, whereas in the Managed Plan we drive the process and actively manage their investment portfolio. We help individuals and groups clarify their benefits, goals, exposures, and investments through a mix of carefully crafted financial planning, coaching, workshops and direct advice.

Our investment and benefit planning begins with an evaluation of the existing portfolio using standard return/risk parameters. These results are compared against a diversified global mutual fund/ETF portfolio which can be implemented by anyone with low fee products.

For anyone curious, in modern usage 'AIKAPA is a single Hawaiian word that elegantly combines the concepts of friendship and wealth. At AIKAPA it symbolizes both the privilege and commitment of our firm to provide clients and our community with financial advice that is best for their needs.

Whether you need a second opinion, a full plan, a benefit planning workshop or an investment adviser feel free to call us and it will be our pleasure to guide you: 415-548-0257 or www.aikapa.com

Edi has worked in the financial services industry over the last 6 years. She enjoys working with individuals to establish a course of action that will result in healthier financial decisions and ultimately financial freedom. Edi works on identifying goals, analyzing current financial status (including return/risk of existing portfolio) and exposures and developing an action plan that her clients can use in their hectic lives.

Her areas of expertise include cash flow restructuring, budgeting, investment return/risk analysis, tax planning, investment policy planning and review, risk exposure analysis, and special project projections. Special projects include home purchase, mortgage refinancing, college planning, retirement planning.

She has been educating women, minorities and youngsters on how to make solid financial decisions. She has led financial workshops and classes. She has a Money Matters column in a national women's magazine (AWIS) that explores financial topics from the perspective of scientists and women. She publishes the AIKAPA Financial Calendar annually which is given to clients and selected individuals and companies to help guide them through financially significant milestones throughout the year. www.aikapa.com. She provides financial advice to community nonprofit organizations.

• I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.