Your Financial Goals.
Our Partnership.
One Thoughtful Plan.
At KURICO Finance, our Holistic Planning service delivers a truly personalized, white-glove experience. Every aspect of your financial life is carefully considered
— from retirement and investments to tax strategies, insurance, and estate planning. With dedicated one-on-one guidance, you receive a comprehensive plan tailored to your goals, your family, and your future.
About us
Our Holistic Planning Service
We believe financial planning is about more than building wealth — it’s about creating a life of security, balance, and purpose. Our Holistic Planning service is built for those with complex financial situations who need clear answers and definitive solutions. At KURICO, we don’t just guide you — we help you build a plan that solves challenges and creates lasting confidence.
Founded by Seiko Kuribayashi, CERTIFIED FINANCIAL PLANNER® professional, KURICO combines professional expertise with a personalized, white-glove approach. Our mission is simple: to provide thoughtful, comprehensive planning so you can move forward with confidence and focus on what matters most.
What’s Included:
+ Comprehensive financial plan, updated as life changes
+ Regular one-on-one meetings and ongoing support
+ Strategies for retirement, investments, taxes, and estate
+ Cross-border financial planning for global families
+ Coordination with your CPA, attorney, and other advisors
Referral and Pricing:
Holistic Planning is offered by referral only, ensuring each engagement receives the focus and attention it deserves. If you’d like to explore whether this service is the right fit for your needs, please feel free to reach out.
Pricing is tailored to the scope of your needs:
+ Hourly engagements begin at $250 per hour
+ Flat project-based fees are available upon request
Final pricing will be determined after an initial discussion to understand your goals and circumstances.
Your Financial Goals.
Our Partnership.
One Thoughtful Plan.
At KURICO, our Holistic Planning service delivers a truly personalized, white-glove experience. Every aspect of your financial life is carefully considered
— from retirement and investments to tax strategies, insurance, and estate planning. With dedicated one-on-one guidance, you receive a comprehensive plan tailored to your goals, your family, and your future.
About us
We believe financial planning is about more than building wealth — it’s about creating a life of security, balance, and purpose. Our Holistic Planning service is built for those with complex financial situations who need clear answers and definitive solutions. At KURICO, we don’t just guide you — we help you build a plan that solves challenges and creates lasting confidence.
Founded by Seiko Kuribayashi, CERTIFIED FINANCIAL PLANNER® professional, KURICO combines professional expertise with a personalized, white-glove approach. Our mission is simple: to provide thoughtful, comprehensive planning so you can move forward with confidence and focus on what matters most.
About us
What’s Included:
+ Comprehensive financial plan, updated as life changes
+ Regular one-on-one meetings and ongoing support
+ Strategies for retirement, investments, taxes, and estate
+ Cross-border financial planning for global families
+ Coordination with your CPA, attorney, and other advisors
Referral and Pricing:
Holistic Planning is offered by referral only, ensuring each engagement receives the focus and attention it deserves. If you’d like to explore whether this service is the right fit for your needs, please feel free to reach out.
Pricing is tailored to the scope of your needs:
+ Hourly engagements begin at $250 per hour
+ Flat project-based fees are available upon request
Final pricing will be determined after an initial discussion to understand your goals and circumstances.
Legal
Check the background of your financial professional on CFP Board of Standards, Inc.
KURICO Finance, LLC is a California-registered
limited liability company.
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All Rights Reserved
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