Similar to the trust division of a bank, CSI helps protect the assets of those who may be vulnerable to financial loss by providing ongoing oversight. As a neutral third party, CSI provides responsive, accurate bookkeeping services.

Professionals refer their clients to CSI because it is knowledgeable, efficient and trustworthy. Caregivers choose CSI because it provides a cost-effective way to focus on their loved ones’ well-being instead of their financial affairs.

For our affordable hourly fees, click here.

CSI is never in direct possession of financial assets. They are kept in FDIC-insured institutions.

No. CSI is not a replacement for these professionals. In the clients’ best interest, CSI works with their attorneys, CPAs and investment advisors while staying in its own specialized area of expertise – financial oversight.

No. CSI coordinates with these professionals in order to serve the client. CSI can also refer clients to local agencies that provide direct health care and social services.

A family member or guardian must already have legal authority to make financial decisions on behalf of the client.

CSI will notify the caregivers in advance. With its extensive network, CSI will help identify and transition the client to the most appropriate organization.

Reports can be sent upon request to the authorized family representative or guardian.

CSI is regularly appointed by Hawaii’s courts to serve as Trustee or Conservator to help safeguard the assets of others. It oversees more than $23 million of assets and is a fiduciary organization which is regulated and audited.

CSI helps people on all islands of Hawaii. Click here, call (808) 538-0353 or email help@csihawaii.org.