When Life Matters Most
Our
Services
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Family Office Services
We become part of your family team, taking care of your finances as if they were our own. We offer a wide range of services customized to fit the needs of each individual client. These include advising, accounting, performing daily financial tasks, record management, tax-related documentation, teaching the next generation financial literacy, and handling personal and lifestyle needs.
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Specialized Services
Coaching on the following:
Financial Decision-Making
Excessive Spending
Divorce Financial DIvision
Administration of:
Family/Friend Loans
Estates
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Coordinate Professional Services
We are part of our client’s team of professional advisors, working closely with CPAs, wealth managers, trust officers, estate attorneys, financial planners, bankers, and insurance agents. We make sure the entire advisory team is working with consistent and current information on behalf of our mutual clients.
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Guest Speaker
Tari speaks publicly on the benefits of talking about money with important people in your life. Titles include "Having Successful HIgh-Stakes Talks about Money", "Melding Hearts, Lives, and Finances", "Having 'The Talk'", and "Helping Your Child Achieve Financial Success". She speaks at conferences, community venues, workshops, businesses, and retreats.
Advising Over 25 years
A client focused team with over 25 years of working together, Tari and La Honda make up the core of Life Matters Financial Group. We are happy to make referrals from our rich assortment of other advisors as needed.
Finances are a leading cause of stress for many people. We bring our ideas about money...how to spend it, who controls it, how much is “enough”, what is a “need” or a “want”…from our origins, often without giving it much thought. Tari leads engaging discussions to help identify your ideas about money, as well as how to talk with your significant other about your beliefs and expectations.
LaHonda manages the nuts and bolts tasks for our clients’ daily financial needs and prepares accounting reports as requested.
Ready to have a more powerful, peaceful, and prosperous relationship with your money?
Life Matters Financial Group has clients across the country. We custom tailor onsite visits with clients to assist in gaining and maintaining control over your finances. Confidentiality is paramount to our relationships with clients.
Our
Team
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TARI VICKERY
Founder
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Tari started Life Matters as an outgrowth of a crisis when a family-member had a panic attack after losing control of financial matters. He went to the ER, thinking it was a heart attack. A a result she has spent over twenty years helping him and other clients gain and maintain control of their money. After co-owning a wholesale business with her husband, Kent, for ten years, she earned both her AB and Masters degrees from Stanford University, starting at the age of forty. After graduation, she worked with early-stage startup companies in Silicon Valley. She currently lives in Princeville, Kauai, where she moved to write The Emotional Side of Money: A Roadmap to a More Powerful, Peaceful, and Prosperous Relationship with Your Finances. She uses her business expertise, combined with sociological theory in Organizational Behavior to help clients understand why they struggle with issues around money. They report that she helps them find peace around finances as they gain confidence in their knowledge, awareness, and abilities.
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LAHONDA LERMA
Financial Administrator & Accountant
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LaHonda has spent over 25 years in finance, accounting, and office management, as well as having co-owned a business with her husband, Frankie. LaHonda handles accounting and family office tasks for Life Matters' clients. When she’s not working, she and Frankie are actively involved in the lives of their three children and four grandchildren.
What Our Clients Say