Mana Financial Life Design
Design the life you want, no matter where you are in your journey | Fee-only
Serving Clients Nationwide
Design the life you want, no matter where you are in your journey | Fee-only
Primary Advisor Locations
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
About Mana Financial Life Design
Mana Financial Life Design is a fee-only financial life planning firm based in Los Angeles, CA. Clients who choose Mana are treated to a novel, comprehensive and compassionate approach to financial life design.We specialize in advising ambitious professionals who seek financial knowledge and want to implement mindful budgeting, savings, proactive planning and powerful investment strategies. Mana attracts creative, engaged clients who are highly motivated to collaborate with planners for their biggest life decisions. While we are a relatively young company, we have a proven track record of consistent, active growth.
What We Offer
Professional financial advice that empowers you to protect and celebrate your hard earned money.
We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle.
Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth.
The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.
With knowledge gained through Financial Life Design, you can withstand anything.
Mana offers more than traditional financial advice
Traditional advisors are focused on money first. They identify problems and develop one-time, standardized solutions. Clients are given set instructions to follow, and are expected to communicate important life changes or updates. We find that this process is too time-limited and impersonal, and our offerings fill in the many gaps that traditional advice leaves empty.
Life design goes far beyond traditional advice. At Mana, we focus on the client first, spending time to collaboratively understand your life goals and values. We identify personal desires and find unique solutions to empower and inspire. We prioritize listening over directing, and deeply value client voices in our advisory relationships. With scheduled update meetings and long term communication, we become trusted partners for your life, ensuring that you are continually supported.
We honor each client’s unique personal history and vision of the future. We expect growth and change, and our method is built to celebrate and capitalize on it.
Inspiring the confidence to live your dreams
Mana supports you at every step of your development. As a Mana client you can expect access to a team of professionals who will provide guidance, advice and transactional support throughout the year; when and as required. We will be proactive in our communication with you if we feel there is something new you need to know or do.
Given the choice of living for more, or living for meaning, we are drawn to those who choose the latter...
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Caregivers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Women’s Finance
- Young Families
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