The Alohana Moment: Peace, Purpose & Planning with Ohan Kayikchyan | Convos With Friends
What does it mean to live beyond the numbers, and what happens when a financial planner starts writing from the heart?
In this episode, I sit down with Ohan Kayikchyan, financial planner and founder of Alohana Financial, to explore how he's building a practice rooted in life planning, self-reflection, and authentic connection.
We dig into the origin of Alohana Moments — his personal blog combining the Hawaiian concepts of aloha (peace, meaning, harmony) and ohana (family, no one left behind) — and why he started writing it for himself first.
Ohan shares his remarkable journey from Soviet-era Armenia to the United States, navigating a new language, a new culture, and a financial industry that didn't always have space for the deeper questions he wanted to ask. Along the way, we talk about what it really means to create for yourself, the difference between contentment and comfort, and why life planning is one of the most powerful — and still underused — tools in the profession.
We also get into:
- The EVOKE process Ohan uses with clients to build a vision-first financial plan
- Why the first three meetings don't touch numbers — and why that works
- What contentment actually means (and how it's different from comfort)
- Why "doing it for yourself first" isn't selfish — it's the foundation
If you've been feeling like there's more to life than the financial plan you've been handed, this one's for you.
