Your Financial Life Is Complex. Your Plan Doesn't Have to Be.
You’ve built something substantial across a dozen accounts. The decisions between now and retirement are the ones that are hard to undo.
THE TRUTH IS
You're Doing Well. But You're Probably Leaving Money on the Table.
You have done a lot right. You saved, you invested, you took the promotions and the equity that came with them. And somewhere along the way your financial life grew more moving parts than any one person can hold: RSUs vesting every quarter, a 401(k) from two employers ago, a brokerage account, a Roth, an HSA, an estate plan that predates half of it.
None of those pieces is a problem on its own. The cost shows up in the gaps between them: the stock sold in the wrong tax year, the accounts that were never tax-located, the conversion window that closed unconverted. Those are coordination mistakes, and they are the expensive kind.
Coordinating all of it is a job. It is the job we do.
IT'S TIME TO
Feel Confident and In Control of Your Financial Future.
Align360™ Wealth Management brings your investments, equity compensation, taxes, protection, and estate into one plan, built and managed year-round after that. Your advisor sees the whole picture, and nothing slips between the pieces.
We are a fee-only fiduciary. No commissions, no products, no one paying us to recommend anything. You pay us, and only you.
Women Who Carry the Financial Decisions
Many of the women we work with carry the financial decisions in their households, whether they are independent single women, high-net-worth executives and business owners, or women approaching retirement. Some stepped into that role by choice. Others found it waiting for them after a divorce, a loss, or a spouse who would rather not deal with money. Either way, the decisions are theirs now.
Our role is to bring organization, thoughtful planning, and trusted guidance, so every decision gets made with the whole picture in view and nothing is left to chance.
A free, no-pressure 15-minute conversation to see if we're the right fit.
Finding a Financial Partner Who Truly Has Your Back.
Not all financial advisors are the same. Here’s what separates a fiduciary, fee-only advisor from the rest — and why it matters for you.
Fiduciary
A fiduciary is legally and ethically obligated to put your best interests first. Always. Unlike advisors who earn commissions, a fiduciary’s advice is focused entirely on what’s right for you, not what earns them more.
Fee-Only
We are paid solely by you. No commissions. No product sales. No hidden incentives. This minimizes conflicts of interest and makes sure every recommendation is made with your goals in mind.
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.
Equity-Fluent
We speak the language of RSUs, ISOs, NQSOs, and ESPPs. We understand the tax implications of equity events and help you build a strategy that maximizes the value of your compensation.
Highly Rated
Hazel Secco is a recipient of the Wealthtender Voice of the Client Award, an honor based entirely on honest feedback from the clients we serve.
MEET HAZEL SECCO, CFP®, CDFA®
Your Advisor. Your Advocate. Your Partner.
I founded Align Financial Solutions for women who have already built real wealth and want a strategy equal to it.
I watched my grandmother and my mother, two fiercely independent women, carry financial anxiety they never deserved. Align is the firm I built so the women I serve never have to. Every recommendation we make is made as a fiduciary, paid only by you, with the whole of your financial life in view.
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.
Know exactly
what to do with your money.
One relationship, one fee, and nothing sold to you. Align is a fee-only fiduciary: no commissions, no products, no one paying us to recommend anything. See how we are paid.
Fit: Your Align Call
A free 15-minute conversation to see if we fit. You leave knowing our process, how we are paid, and whether we can add real value in your situation.
DISCOVER: YOUR OUTCOMES DISCUSSION
A Discovery Meeting on your full financial picture, then an Outcomes Discussion where we present your wealth map and advice path, put your fee in writing, and decide together whether we work with each other.
SOLUTIONS & IMPLEMENT: YOUR WEALTH BLUEPRINT™
We build your Wealth Blueprint™, the written plan across investments, taxes, equity compensation, protection, and estate, and implement it with you as we go. Then the Annual Rhythm: spring and fall reviews, planning timed to your vest dates and tax deadlines, unlimited access in between.
Know your financial advisor is
always in your corner.
Stop Guessing. Start Building.
Don’t spend another year wondering if you’re making the right financial decisions. Book your free Align Call today and get the clarity that comes from knowing you have a clear plan, a trusted partner, and a strategy built specifically for your life.
A free, no-pressure 15-minute conversation to see if we're the right fit.