FEE-ONLY FINANCIAL PLANNING FOR HIGH-EARNING WOMEN
Turn your success into lasting wealth and freedom.
You’ve worked hard to get here. Now it’s time to make your wealth work just as hard for you, so you can create a work-optional life on your terms.
As a high-achieving woman, you deserve financial strategies as smart and ambitious as you are.
Proud to partner with women in successful companies like yours
Keep more of what you earn with smarter tax strategies.
As a high-earning woman, you may watch a significant portion of your hard-earned income disappear to taxes each year. It’s frustrating—until you realize there is a better way.
Are you paying more in taxes than you need to?
Without proactive tax planning, you may be leaving money on the table through surprise tax bills, unnecessary overpayments, or the constant doubt of whether you’re making the right moves with your money.
At Align, we help you:
- Understand the tax implications of your financial decisions before you make them,
- Implement strategies to minimize your tax burden, and
- Turn tax savings into long-term wealth and freedom.
Whether you’re in your peak earning years, facing major investment choices, or planning what’s next, we’ll help you build your wealth smarter for the life you want.
Build financial security that withstands life's uncertainties.
Even with a great income, you might find yourself wondering:
- “Am I really making the most of my earnings while I’m at my peak?”
- “How do I turn today’s success into lasting financial freedom?”
- “What strategies am I missing that could make a big difference?”
At Align, we help you build a financial strategy that’s resilient, one that isn’t just focused on today’s income but on creating lasting wealth and freedom for your future.
As your fiduciary planner, we put your life and goals at the center. Together, we’ll build a plan to help you protect what you’ve earned and give you more confidence and control over what comes next.
If you're a high-earning woman with
At least $1M in investable assets
You have saved diligently, accumulating $1 million or more in investable assets—excluding 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.
Independent. Fiduciary. A partner who gets the weight you carry.
I’ve spent over a decade in financial planning, and I know the unique challenges female breadwinners face: confusing comp packages, burnout, and the pressure of being the one everyone depends on.
Like you, my clients are brilliant, driven, and earning more than ever. But when it comes to financial strategy, too many are left trying to figure it all out on their own.
I started Align to be the advisor I wish more women had access to:
- Someone who listens deeply and understands complexity
- Someone who goes beyond “just max out your 401(k)”
- Someone who helps you simplify, strategize, and feel good about your money
You deserve a partner who sees the full picture and helps you walk a path that’s uniquely yours.
TESTIMONIAL
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.
A SIMPLE PROCESS TO
Get clarity now and confidence for what's next.
Your money should work as hard as you do. We’re here to help you get clear, personalized answers so you can move forward with confidence.
Organize & Align
We help you get organized and align your finances with what matters most—your goals, values, and what sparks your joy. From there, you 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.
Getting started is simple.
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 life goals and streamlined to help 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 IN CONTROL OF 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 and have support along the way.
BLOGS
Work because you want to, not because you have to
Easy-to-understand financial and life insights for high-earning women
Understanding AMT: What Women Leaders with ISOs Need to Know
Should You Take a Sabbatical (or Walk Away from Your Job?)
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
Understanding AMT: What Women Leaders with ISOs Need to Know
Should You Take a Sabbatical (or Walk Away from Your Job?)
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
Know When Your Work Can Become Optional
Too many decision-making women are left to navigate complex wealth decisions with too little guidance and too much guesswork.
Without a strategy, it’s easy to miss opportunities, second-guess yourself, or get hit with unexpected tax bills. And the longer you wait, the harder it is to catch up.
You’ve worked too hard to feel uncertain. With the right plan and a trusted advisor by your side, your work-optional life can be within reach.
