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Refer a Client or Family Member to CSI

Thank you for thinking of us, if you would like to refer a client or family member to CSI, please contact us in one of the following manners or fill out the form below:

Phone: (808) 538-0353 | Fax: (808) 523-7077 | Email: help@csihawaii.org

* = required fields.

Please tell us about the elderly or disabled person you would like to refer to CSI:

* Name
Age
* Language
Phone

* Live on Oahu?	Yes No
Monthly Income:
Household Composition:
Living Arrangement:

What sort of Family and Support does the referred person have?

Please tell us about yourself in case we need to get in touch with you for more information:

* Your Name
* Relationship to Referred:

* Your Phone:
Your Email:

Reason for the Referral?


	Q: How does CSI help people? A: 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. >> Read More FAQ’s


	Based on my personal experience in which my firm has worked in tandem with CSI, I recommend CSI, without reservation, to those in need of trustee, guardianship or conservatorship services - Scott A. Makuakane, Attorney, Est8Planning Counsel, LLC’s >> Read More Testimonials

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