Financial Advice for Women, by Women
We Help Women Retire with Flexibility & Confidence, So They Have the Freedom to Focus on What Truly Matters.
Hazel’s Message
“Life often throws us curveballs…but with the right guidance and support, you can catch it and turn it into an opportunity for growth and empowerment.”
Most of the women we serve are looking for a trusted partner who prioritizes their needs, provides clear, strategic guidance, and helps them make smart financial decisions while avoiding costly mistakes. They seek a collaborative advisor who supports them through career and life transitions, helping them make intentional and confident decisions for their future.
Women In Pharma
We work with women in the pharmaceutical industry who want the freedom to retire on their terms, optimize their stock compensation, and make smart financial decisions that keep them on track for their goals.
Whether navigating M&As, layoffs, or career transitions, they seek financial flexibility—whether that means taking a break, pivoting to a more fulfilling role, or giving back to causes they care about. Our approach ensures they can build wealth efficiently while maintaining the lifestyle they’ve worked hard to achieve.
Self-Made Women
We help high-earning women turn their financial success into lasting financial freedom. With a clear strategy, you can enjoy what you’ve built, make smart decisions, and feel confident about your financial future without carrying the weight of every decision alone.
Why Align Financial Solutions?
Independence
As an independent financial advisor, we have no sales quotas or institutional ties, allowing us to prioritize what truly fits our clients’ needs.
Fiduciary
We are bound by fiduciary duty in our advisory role. Therefore, we prioritize your interests above all else.
Transparency
We value transparent and honest communication with our clients as the key foundation of our partnership.
Clarity & Simplicity
We break down complex financial concepts into simple, actionable strategies so you make informed decisions.
How We Help
We provide comprehensive wealth management, managing all aspects of our clients’ financial lives so they can focus on what matters most.
Retirement Planning & Projections
Investment Analysis & Management
Company Stock Comp Planning
Tax Planning & Annual Review
Insurance Planning & Review
Charitable Giving & Planning
Our Mission
At Align Financial Solutions, we help women who have been too busy taking care of everything—career, family, and everyone else—to finally prioritize themselves. You deserve a partner who understands your dreams, goals, and financial needs.
We are your partner in wealth and freedom, helping you gain financial flexibility so you can work because you want to, not because you have to. Through strategic planning and personalized guidance, we walk with you—one step at a time—asking great questions, understanding you as a person, and helping you create a financial path that aligns with the life you truly want.
It’s time to transform your professional success into lasting wealth.
What Clients Say About Us
Margaret R.
“…She was very detail oriented, always putting us first, answering all of our questions, no matter how small or complicated…She is personable but our comfort with her investment decisions always comes first...I would strongly recommend Hazel and her firm…“
This statement is a testimonial by a client of the financial professional as of 08/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sandra J.
“… We have a mutual understanding about my future!! She listens and advises in a direction that addresses my needs and personality!! Most of all, she is trustworthy. Leading me through this present financial uncertainty with confidence, demonstrating her knowledge and loyalty…“
This statement is a testimonial by a client of the financial professional as of 08/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sanaz H.
“Can’t say enough about working with Hazel. She has greatly helped us plan for the future to achieve our retirement goals! We appreciate her sound advice and how responsive she is to our needs.”
This statement is a testimonial by a client of the financial professional as of 03/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.