FEE-ONLY FINANCIAL PLANNING FOR women

Helping You Achieve Financial Independence with Confidence

You’ve carried enough on your own. Now, navigate your financial future with a partner who centers every decision on you—with heart.

If you're a decision-making woman with

At least $1M in investable assets

You have saved diligently, accumulating
$1 million or more in investable assets not including real estate.

A desire for a financial partner

You appreciate expert guidance and a true partner in planning and decision-making.

A commitment to feeling good

You not only want to reach your financial goals—you also want to feel good about your financial future along the way.

...then we should talk.

THE TRUTH IS

There's a better way to manage your finances.

Like many independent women, you want to do the right thing with your money.

But you don’t have the time, expertise, or headspace to figure it all out alone.

Between Google searches, podcast episodes, and conflicting advice from friends, it’s overwhelming to figure out what actually applies to you.

You’re doing your best, but..

You might be leaving money on the table without even knowing it.

IT'S TIME TO

Feel confident and supported in your financial life.

Your financial success shouldn’t rest on your shoulders alone.

Even the most high-performing women benefit from a trusted guide, someone who simplifies the path forward and makes sure nothing slips through the cracks.

Just like a CEO has a team to turn vision into action, you deserve a financial partner who helps you lead your life with clarity, confidence, and greater abundance so you can focus on what matters most.

Who We Help

We partner with women and their families at different stages of life—whether single, building wealth in a high-earning career, or preparing for retirement.

What they all share is the desire for a trusted partner who always puts them at the center of the plan. Someone who understands their goals, their values, and the unique decisions they face.

Single Women

Making every financial decision solo requires tremendous strength—yet even the strongest women benefit from expert guidance. As a single woman, you’re balancing today’s needs with tomorrow’s security, all while missing the financial “second opinion” that comes with partnership. We specialize in helping single women transform financial independence into a source of strength rather than stress. Together, we’ll create a plan that gives you both security and flexibility, so you can move forward with confidence—no matter what life brings.

High-Earning Women

Your professional success has created financial opportunities—and complexities. Between demanding career responsibilities and personal commitments, finding time to optimize your financial situation often falls to the bottom of your priority list, despite its importance. We help successful women make sense of complex financial landscapes. Our team analyzes your complete financial picture, from equity compensation to tax planning, and transforms it into clear, actionable recommendations. We handle the details so you can focus on what matters most, knowing your money is working as hard as you do.

Women Nearing Retirement

After decades of building your career, retirement is finally on the horizon, bringing both excitement and important questions. How do you translate your savings into lasting income? When should you claim Social Security? How will you cover healthcare costs that typically run higher for women? We specialize in guiding women through this critical transition with strategies designed for your specific situation. From creating sustainable income plans to optimizing benefits, we help you navigate each decision with confidence so you can move from your career to your next chapter with financial security that lasts.

THE KEY TO

Finding the right financial partner for you.

On the surface, lots of financial advisors sound the same. But not all advice is created equal. Here’s what to look for when you’re ready to partner with someone who truly has your back:

Fiduciary

A fiduciary financial planner is someone who’s legally obligated to put your best interests first. Always. Unlike some advisors who might recommend products that benefit them or their company, a fiduciary’s advice is focused entirely on what’s right for you.

Fee-Only

Fee-only financial planning means you pay your advisor directly, with no commissions or product sales involved. It keeps the advice focused on what’s best for you, not what earns them more.

Fit

As an independent woman, you already have a lot on your plate. You deserve to work with an advisor who understands juggling a ton of responsibilities at home and work and helps you keep more of what you earn.

PARTNER WITH A TRUSTED FINANCIAL GUIDE WHO GIVES

Thoughtful, easy-to-understand advice and ongoing support

I believe every woman deserves to feel confident and in control of her financial future.

That’s why I founded Align Financial Solutions to help decision-makers like you simplify your finances and build wealth smarter so you know you’re on the right path.

We’re committed to doing what’s right for you. Whether it’s navigating equity compensation, preparing for retirement, or simply wanting to spend without guilt, we’re here to give you honest, compassionate guidance tailored to you.

Because when you know your money is working in the service of your goals, you can lead your life with clarity, knowing you’re doing the right thing, no matter what comes next.

NOW YOU CAN

Make smart financial decisions without the stress

Organize & Align

We help you get organized and align your finances with what matters most—your goals, values, and what sparks your joy. ou will gain clarity on the next best steps to truly move the needle.

Analyze & Collaborate

This is where we build personalized strategies around your life and goals, uncover blind spots, and simplify decisions—so you can optimize investments, reduce tax burdens, and feel good about your path forward.

Recommend & Implement

We put your plan into action, guiding you through each step and tweaking as life evolves—so you feel prepared and confident knowing every part of your financial life is working together seamlessly.

TESTIMONIALS

Know your advisor is
always in your corner.

Disclosure

The testimonial(s) presented were provided by actual clients of Align Financial Solutions, LLC. No compensation was provided for these testimonials. Testimonials were selected from among all client feedback received. Client experiences may vary, and there is no guarantee of future performance or success. To our knowledge, no conflicts of interest exist regarding these testimonials.

3 STEPS TO

Know exactly
what to do with your money.

There’s no one right answer for how to manage and grow your wealth. We’re here to support you and create your best path to the future for you and your unique situation.

Book Your 15-MINUTE Align Call

We're here to listen. This no-pressure, no-obligation call is simply a chance to explore whether working together makes sense. We specialize in what we do, so we may not be the perfect fit for everyone. But either way, we’ll always point you in the right direction.

GET YOUR ONE-PAGE FINANCIAL PLAN

Together, we’ll create a clear, one-page financial plan—personalized to your goals and streamlined to make your money work smarter and more effectively. We may love numbers, but what we love even more is making your life simpler and easier.

FEEL CONFIDENT ABOUT YOUR FINANCIAL FUTURE

Now you've got a go-to partner who's ready to answer your money questions and help you stay on track. You know your next steps, have support along the way, and—most importantly—have someone to lean on during life’s transitions.

FINALLY,

Know who to trust, lift the weight off your shoulders, and feel good about your money.

Don’t waste any more time, energy, or headspace searching for the right thing to do with your finances.

Book your Align call today and get the clarity and confidence that comes from knowing you’ve got a clear financial plan that helps you keep more of what you earn and an advisor who’s always working for your best interests.