Ready to Take the Next Step?
Managing finances across the U.S. and Japan can feel overwhelming — but you don’t have to do it alone.
We accept new clients exclusively from May through September.
Contact Us
Hara Yoshida Accounting
- Email Hara Yoshida Accounting
- 212-687-7886 Press #1
Yoshida Wealth Management
- Email Yoshida Wealth Management
- 212-687-7886 Press #2
Business Hours
Based in New York, serving clients nationwide and in Japan
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Frequently Asked Questions
If you are interested in working with us, we’ll guide you through a simple three-step onboarding process:
- Learn More Call (20 minutes): A brief conversation to understand your situation and see if we’re the right fit. If it’s not a good match, we’ll let you know right away — we respect and value your time.
- Discovery Meeting (45 minutes): A deeper conversation about your goals, challenges, and financial picture.
- Observation Meeting (45 minutes): We present a one-page summary of our observations, key considerations, recommendations, fees, and what the first 12 months of working together would look like.
These three steps are completely free. They’re designed so you know exactly what to expect and can make an informed decision with confidence. If you decide to move forward, we’ll take care of the paperwork and schedule your first Kick-Off Meeting.
We welcome new clients from May through September each year. During October through April, our team is fully focused on serving existing clients with tax preparation and year-end planning.
If you contact us during this time, we’ll gladly add you to our waitlist and connect once enrollment reopens. This schedule allows us to provide the dedicated attention every client deserves.
No. We focus on ongoing financial planning and long-term relationships, not one-time or project-based services. Your circumstances and goals can change from year to year, and advice that’s right today may no longer fit tomorrow. By working with you over time, we ensure our guidance stays relevant and effective. If you are seeking a one-time engagement, another firm may be a better fit.
Only selectively. This service is generally reserved for our ongoing financial planning and business clients, and is available by invitation only.
Our financial planning fees start at $4,800 per year for individuals and $6,000 per year for couples or families. Payments are set up automatically on a quarterly basis (for example, $1,200/quarter for individuals or $1,500/quarter for couples/families) via ACH or credit card.
There is also a one-time initial setup fee of $500.
The exact fee depends on the complexity of your situation. We provide a clear, specific quote during the Observation Meeting, once we fully understand your needs.
More questions for us?
Frequently Asked Questions
If you are interested in working with us, we’ll guide you through a simple three-step onboarding process:
- Learn More Call (20 minutes): A brief conversation to understand your situation and see if we’re the right fit. If it’s not a good match, we’ll let you know right away — we respect and value your time.
- Discovery Meeting (45 minutes): A deeper conversation about your goals, challenges, and financial picture.
- Observation Meeting (45 minutes): We present a one-page summary of our observations, key considerations, recommendations, fees, and what the first 12 months of working together would look like.
These three steps are completely free. They’re designed so you know exactly what to expect and can make an informed decision with confidence. If you decide to move forward, we’ll take care of the paperwork and schedule your first Kick-Off Meeting.
We welcome new clients from May through September each year. During October through April, our team is fully focused on serving existing clients with tax preparation and year-end planning.
If you contact us during this time, we’ll gladly add you to our waitlist and connect once enrollment reopens. This schedule allows us to provide the dedicated attention every client deserves.
No. We focus on ongoing financial planning and long-term relationships, not one-time or project-based services. Your circumstances and goals can change from year to year, and advice that’s right today may no longer fit tomorrow. By working with you over time, we ensure our guidance stays relevant and effective. If you are seeking a one-time engagement, another firm may be a better fit.
Only selectively. This service is generally reserved for our ongoing financial planning and business clients, and is available by invitation only.
Our financial planning fees start at $4,800 per year for individuals and $6,000 per year for couples or families. Payments are set up automatically on a quarterly basis (for example, $1,200/quarter for individuals or $1,500/quarter for couples/families) via ACH or credit card.
There is also a one-time initial setup fee of $500.
The exact fee depends on the complexity of your situation. We provide a clear, specific quote during the Observation Meeting, once we fully understand your needs.