Aiko Nomura Lavine, CFP®
Specializing in Financial Health
Financial Health is something all of us can attain. Your physical and mental health is very much related to your financial stability. To meet your life goals and future, we can take small and easy steps. Tell us your dreams and things you want to do. Together, we can create a Financial Health Plan to accomplish your goals. Our approach is holistic and client-driven based on decades of experience
“A goal without a plan is just a wish.”
– Antoine de Saint-Exupéry
Meet Aiko Nomura Lavine, CFP®
Aiko is the owner of her own fee-based financial planning firm. She is also a Chief Financial Officer of Emerald Ocean Isle Ventures, a family office investment firm. Aiko serves on the board of directors for both corporations and non profit companies. Aiko is a CERTIFIED FINANCIAL PLANNER™ For over 20 years, She has managed retirement plans, corporate benefit plans, insurance and tax planning for different companies and individuals across a variety of income levels. Aiko is an expert in advising companies and individuals for growth and expansion and implementing Financial Health Plans. As a financial planner, she will create individualized plans for each client based on their specific needs and dreams.
Aiko has a Master of Arts Degree from Smith College and a Bachelor of Music from the University of Massachusetts, Amherst. Aiko is a longtime volunteer at different Hospices and Hospitals in California and Nevada as a Harp Therapist. She grew up in Kyoto, Japan, Ohio, and Massachusetts. She spends most of her time in Nevada now with her family and their dog Daisy.
You have dreams.
Financial health can help make them come true.
Our 5-step process can get you started:
1. Identify your goals
We will gather your information, goals and dreams.
2. Address your concerns
We will discuss your financial concerns and issues.
3. Develop recommendations
We can create a personalized plan for your financial health.
4. Review and amend the plan
We will review togehter and modify as needed.
5. Implement
We can help you implement and monitor your Financial Health Plan.
Create your goals around your needs, wants and wishes
Retirement
Plan for when and how you will retire.
Heathcare
Understanding and planning for your retirement health costs.
Insurance
Understanding how to use Insurance to protect yourself.
Travel and Fun Things
Planning for a fun and enjoyable life.
Education
Understanding and planning for education costs.
Leave Bequest and Gift
Estate and Gift Planning.
Get in Touch
If you would like to discuss your financial health, please contact me.