5.0
OVER A DECADE OF HELPING 1000+
HIGH-EARNING INDIVIDUALS AND BUSINESSES ACROSS O'AHU AND BEYOND.
5.0
HOW IT WORKS
A clear path to
financial confidence
Our signature 5-step C.L.E.A.R planning process brings structure to your finances—so you can stop second-guessing and start building wealth with confidence.
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Clarify and connect your spending and goals
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Layout and organize your full financial picture
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Evaluate strategies and options
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Act on a personalized plan
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Review and adjust as life evolves
REASONS YOU MIGHT NEED AN ADVISOR:
Job change · Home relocation · Inheritance · Settlements · Asset sale · Family changes · Marriage · Buying a home · Selling a home · Divorce · Retirement ·
Individuals
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Make the most of your income and benefits with smart strategies for 401(k), equity comp, bonuses, and employer perks.
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Create a tax-efficient plan for investing, spending, giving, and preparing for life’s big transitions.
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Bring clarity and control to your finances with automation, protection, and a personalized plan that supports your goals.
WHO WE HELP
Proactive high-earners,
just like you
Our clients are driven, thoughtful, and intentional with their money. From entrepreneurs to executives and growing families, we provide the strategic financial support to help you thrive.
Entrepreneurs
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Optimize retirement and tax strategy with the right accounts, contributions, and entity structure.
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Create a smart pay system that balances salary, draws, and distributions for tax efficiency.
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Separate and streamline finances with intentional cash flow planning for income, expenses, and growth.
WHAT OUR CLIENTS SAY
Testimonials
Clients from Oʻahu to the mainland trust Kala Capital for honest advice, clear communication, and measurable results.
Testimonials were given by current and past Advisory clients.
No cash or non-cash compensation was provided directly or indirectly for the testimonial.
Tom
Business Owner
“Ethan is informative and never pushy; he outlines a clear path to follow for financial well-being and breaks down that path into different sections, which we tackled during different zoom calls. After each call I feel confident that I knew what to do with my money going forward. He and his team are also available to answer general business-related money questions; an invaluable resource if you're an entrepreneur.”
Aaliyah
“I knew I needed to buckle down because I was making decent money with nothing to show for it. Ethan sat me down for a few informative meetings where he got to understand me, my goals, and my lifestyle. Within two years I was able to reach my financial goals, which I never dreamt to be possible especially in that short amount of time. We were aggressive but with the right mindset, anything was possible. And the greatest part of it all - Ethan made it fun!.”
Joe
Realtor at Lux Homes
"STRONGLY Recommend to anyone who is serious about building wealth and their journey to financial freedom.I worked with Ethan before he started Kala Capital and I enjoyed his financial process and teaching skills so much that I joined Kala Capital as soon as I could.
Katherine
Sr. National Director of Accounts
“10/10 service. Ethan and his team do a phenomenal job at getting your finances in order. They are very attentive and take the time to explain things in detail. They make it easy to understand for those of us who don't know much about financial freedom. Kala Capital helped me reach my financial goals and set me on a trajectory for success.”
Testimonials were given by current and past Advisory clients.
No cash or non-cash compensation was provided directly or indirectly for the testimonial.
WHO WE HELP
Clarity in pricing,
confidence in results
One-Time Financial Plan
$4,000
6 month engagement
Two-payments of $2,000
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Three 90-minute planning meetings to gather data, explore your goals, and craft your plan
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Ongoing communication as needed to collect additional information, clarify details, and answer questions
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Delivery of a custom, actionable financial plan
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Six-month engagement duration
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Minimum based on complexity
Financial Plan +
Investment Management
POPULAR
$6,000
Annual payment
Billed monthly (Customizable)
One-Time Financial Plan plus...
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Unlimited year-round access for financial questions, life events, and decision support—no need to wait for your next meeting.
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Flexible, ongoing meetings and annual plan updates to ensure your strategy evolves with your life and goals.
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No long-term contracts—we earn your trust year over year , not through lock-ins.
Professional investment management with custom portfolios, tax-efficient strategies, and proactive reallocations. -
Retirement plan selection and implementation—like 401(k)s, SEP IRAs, and Cash Balance Plans—to unlock strategic tax savings for entrepreneurs and business owners.
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Equity compensation guidance for RSUs, ISOs, NSOs, ESPPs, and deferred comp plans.
Tax planning that looks ahead—not just around the corner. We help you reduce taxes over your lifetime, not just this year. -
Access to our financial planning software (RightCapital) for a live, on-demand view of your entire financial life.
Quarterly economic and strategy update videos to keep you informed and calm—even during market turbulence. -
Exclusive access to our digital education course to help you build lasting financial confidence.
Collaborative coordination with your CPA, attorney, TPA, recordkeeper, insurance agent and other professionals so your full financial life works together seamlessly. -
Vetting network of trusted professionals, including CPAs, estate attorneys, and insurance specialists.
Accountability and long-term partnership to help you stay focused, take action, and turn income into lasting freedom.
“Kālā Capital Partners flip the script on traditional financial advice.”
