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< Go Back ALL OF OUR SERVICES START WITH A COMPLIMENTARY CONSULT BASIC FINANCIAL PLAN Perfect for individuals who want to take control of their finances, create an individualized financial plan, and see the value in monitoring all aspects of their financial health. DEBT ELIMINATION PLAN Perfect for individuals who are finding it difficult to crush debt on their own. HOURLY FINANCIAL PLANNING One-time meeting to address exactly what you want to focus on. TAX SERVICES (Tax prep/filling, Tax Planning) Learn More COMPREHENSIVE FINANCIAL PLAN Perfect for individuals who are in or nearing retirement (50 yrs or older). These individuals want to ensure they have more money than life with a major focus on the protection of accumulated assets and a solid retirement distribution strategy. INVESTMENT MANAGEMENT ONLY Perfect for individuals who simply have a sum of money to invest. ESTATE PLANNING (Wills/Trusts) Learn More LIFE INSURANCE ONLY Learn More SERVICES AVAILABLE NATION WIDE See if We're a Good Fit for You All of our services start with a complimentary consult < Go Back SCHEDULE YOURS TODAY SCHEDULE YOURS TODAY

Financial Planning can be scary or intimidating to many. Some people feel they don't have enough money to even talk to a Financial Coach. Others feel they're not ready, or that they have to fix their money problems before they can see a Financial Coach to help. Where you are is not where you need to stay. There is a plan that's RIGHT for YOU ! THE BENEFITS OF WORKING WITH US SIMPLICITY No fancy jargon, get financial planning in simple terms! NO PUSHY SALES We DO NOT lead by selling products. We are compensated for our time and advice. If you need other services we offer transparent, up-front fees. CLARITY Get clarity around your money with clear actionable steps. Because a confused mind will always say NO! FIDUCIARY OATH A fancy way to say, I will always uphold your interests and needs first. ONGOING PLANNING Life will happen, get ongoing support throughout the entire year and as life events occur. NO INVESTMENT MINIMUMS Unlike "traditional" financial planners, you don't need to have a large sum of money to invest in order for us to work with you. Finally FINANCIAL PLANNING YOU CAN TRUST Why Us When you work with us, you have a comprehensive, powerful team of multiple professionals that immediately become a part of your team all in one place. Financial Advisor Tax pro (CPA) Real Estate pro Estate Planner Attorney Life Insurance Agent

< Go Back ONLINE WEBINAR /WORKSHOP HOW TO START A WILL OR TRUST FROM SCRATCH SAT 8/20/2022, 9am HST MYTH: Only "rich" people need an Estate Plan TRUTH: We ALL need an Estate Plan because we all have an Estate. Some are small and others are large. Your estate plan will protect your property, autos, personal belonging, real estate, children/family, and anything else that is important to you! GET THE INFORMATION YOU NEED AND LEAVE WITH AN ACTION PLAN TO PROTECT WHAT MATTERS MOST TO YOU. RESERVE MY SEAT Can't make that time? Register anyway, we'll email you the recorded webinar WHAT YOU WILL LEARN Purpose of estate planning Terminology & Documents Management of your affairs (Life or death) Who will manage family and financial affairs (Life or death) How will it be distributed? Emergency planning Final arrangements Next steps WHAT YOU WILL LEAVE WITH Clarity & Education Easy, downloadable guide to follow along RESERVE MY SEAT < Go Back

Client Portal CLICK HERE Need to access your CLIENT PORTAL ? Upload Forms CLICK HERE to send us forms or files securely Schedule Have questions? Need to make an appointment? CLICK HERE to schedule a REVIEW MEETING CLICK HERE to schedule a PHONE CALL New clients CLICK HERE (or if you are a prospective new client)

< Go Back Tax Services CAN WE HELP YOU FILE YOUR TAXES? We're making it simple for you! CLICK HERE TO GET STARTED WITH A COMPLIMENTARY MEETING DOCUMENT LIST & KEY FILING SEASON DATES Here is a list of documents you might need to complete your taxes. They may NOT all apply to you. Copy of Driver's License Copy of Federal & State returns for last year W-2 (wages) Form 1099-MISC (side jobs/income, rents, etc.) Form 1099-INT (bank/other interest) Form 1099-R (retirement) Form 1099-DIV (dividends) Form 1099-B (brokerage sales) Form SSA-1099 (social security) Form 1099G (unemployment) Form 1095-A, B, C (health insurance) Form 1098 (mortgage interest) Form 1098 (property taxes) Form 1098-T (education) Child/Dependent care costs Car registration costs Schedules K-1 (Form 1065, 1120-S, 1041) Form 8886 (reportable transactions) Closing Disclosure (real estate sales/purchases) Advance Child Tax Credit payments from the IRS IRS stimulus checks Business: Income/Expenses Rental Properties: Income/Expenses SERVICES AVAILABLE IN-PERSON HAWAII , REMOTE NATIONAL < Go Back

< Go Back Estate Planning START THE PROCESS FOR THE ESTATE PLAN THAT'S RIGHT FOR YOU All of our services start with a complimentary call SCHEDULE YOURS TODAY FREE DOWNLOAD: TRUST & WILL QUESTIONNAIRE First Name Last Name Email Download GUARDIANSHIP FOR PARENTS WITH MINOR CHILDREN WHO AREN'T READY TO CREATE A WILL/TRUST WILL & LAST TESTAMENT PERFECT FOR SINGLE OR MARRIED INDIVIDUALS. A WRITTEN PLAN FOR WHAT SHOULD HAPPEN TO YOUR ASSETS & WHO WILL LOOK AFTER YOUR CHILDREN, IF SOMETHING HAPPENS TO YOU OR YOUR SPOUSE. TRUST AVOID PROBATE WITH ALL THE DOCUMENTS NEEDED TO PROTECT AND TRANSFER THE THINGS THAT MATTER MOST TO YOU. The Process 1 initial discussion An easy to understand discussion to find out what type of Estate Plan is the best fit for your situation 2 questionnaire Start filling out an Estate Planning Questionnaire at your pace to start thinking about the important decisions that will make up your Estate Plan 3 final decisions Set up a meeting to discuss and review all final decisions. 4 Document creation Your plan will be built and reviewed by estate planning experts: A Certified Estate Planner and a local attorney in each estate. 5 execution OF documents You'll sign and date your documents in the presence of a notary public. A hard copy and digital copies of documents are provided. START THE PROCESS FOR THE ESTATE PLAN THAT'S RIGHT FOR YOU START HERE < Go Back

< Go Back FINANCIAL PLANNING FOR WOMEN BY WOMEN Whether you are single, married, changing careers, starting a family, getting divorced, or caring for elderly parents, there are critical financial steps you should be taking to ensure you meet your financial goals. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back

< Go Back Life Insurance YOU'RE NOT ALONE! WE CAN HELP YOU FIND THE LIFE INSURANCE THAT'S RIGHT FOR YOU. We know life insurance can be confusing to navigate. We offer the perfect combination of human touch & technology. HOW MUCH LIFE INSURANCE IS RIGHT FOR YOU? START here This tool will email you a report. We will not share your information with anyone. We will not contact you unless you want us. HOW MUCH WILL LIFE INSURANCE COST YOU? See a range of prices and estimates START here MO ST COMMON QUESTIONS WE HELP ANSWER What type of life insurance is right for me? I am a stay-at-home mom, do I still need life insurance? How much does life insurance cost? How much life insurance will replace my income or my spouse's income? Do my children need life insurance? How can I use life insurance during my lifetime? What's the difference between term and whole life? Are life insurance proceeds tax-free? Can children be beneficiaries of life insurance? Is the life insurance provided at work enough? What happens when my term life insurance runs out? I just bought a house, is now a good time to get life ins? Can I get life insurance for my parents since I will be responsible for the burial and final expenses? SEE IF WE'RE A GOOD FIT FOR YOU Start with a complimentary consult to walk you through all your questions SCHEDULE YOURS TODAY START THE PROCESS WITH A COMPLIMENTARY MEETING SCHEDULE YOURS TODAY < Go Back

You're all set! S ee you Sat 8/20/2022, 9am HST Look out for confirmation (email & text). You'll get the webinar's login details and calendar invitation shortly. What's Next? 1. Make sure to add this event to your calendar so you don't miss it.

< Go Back ETATE PLANNING QUESTIONNAIRE Click on the forms to DOWNLOAD YOUR CHECKLITS See if We're a Good Fit for You All of our services start with a complimentary call SCHEDULE YOURS TODAY < Go Back

< Go Back Meet the T eam CLAUDIA MORENO Advisor/Founder Claudia saw a need for relatable and authentic financial planning that isn't intimidating. The need to have someone on your side who provides advice based on YOUR needs, not the needs of a company/agent's selling agenda. And most importantly, the need to have an instant team of professionals (in finances, real estate, estate planning, insurance, and taxes) all in one place looking out for your best interest. So ONE Team Financial Group was born, and now Claudia is fulfilling her dream of helping those who have been underserved. CLICK HERE to read her full bio. BRENDA GARCIA Office Manager Brenda is a prior U.S. Marine and current military spouse. She decided to join the team because she sees this as an opportunity to help families and their future generations get closer to financial success by providing accessible, guided financial literacy that will resonate with their values. She supports the mission by providing administrative support, client customer support, maintenance of investment accounts, and financial plan updates. Brenda is fluent in English/Spanish. When she's not working, she spends most of her time with her Marine husband and high school-age daughter in New Orleans, LA. GLADIS HERRERA Operations Manager Gladis is a retired US Army Master Sergeant and current military spouse. She believes it's important to educate and empower current and future generations to become financially successful and live the life they truly dream of. Gladis joined the team because she wanted to be part of a firm that nurtures its clients and gives them access to all the resources necessary to accomplish their goals. Gladis is fluent in English/Spanish. As an operations manager, she contacts clients to check in, schedule meetings, celebrate special occasions, and ensure questions and needs are being met. When she's not working, she spends most of her time with her Army husband, two college-age daughters, and two children under three in San Diego, CA. OTHER TEAM MEMBERS & PARTNERS TAX PLANNING/CPA Julie Moran, CPA ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton OTHER TEAM MEMBERS & PARTNERS ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton TAX PLANNING/CPA Julie Moran, CPA INVESTMENT MANAGEMENT PARTNERS CHARLES SCHWAB - BETTERMENT - TD AMERITRADE < Go Back

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