ALIGN360™ WEALTH MANAGEMENT
Done-For-You Wealth Management. Built Around Your Life.
Align360™ brings together comprehensive financial planning and proactive investment management in one seamless experience — so you can move forward with confidence, knowing every part of your financial life is working together.
Why You Need More Than Just an Investment Manager.
Most financial advisors focus on managing your investments. But your financial life is far more complex than your portfolio. Tax strategy, equity compensation, cash flow, insurance, estate planning, retirement income — these are all interconnected, and they all need to work together.
Align360™ is built on the belief that truly comprehensive wealth management starts with deeply understanding you. Your goals. Your values. Your life. Only then can we build and manage a strategy that genuinely moves the needle.
The Align360™ Experience: Everything in One Place.
Your Wealth Blueprint
We begin with a deep dive into your complete financial picture. This 90-day process is about getting to know you — your full financial situation, what matters most, and where you want to go. From there, we build a comprehensive, written financial plan tailored specifically to your goals.
This phase starts with a deeper understanding of you — your income, assets, equity compensation, spending, priorities, and the life you’re building, so that every decision moving forward is thoughtful, practical, and built around what matters most.
Core areas often explored — customized to your unique needs
- Vision & Values: What financial independence looks like for you
- Financial Organization: Your full picture — income, assets, equity, spending
- Cash Flow & Spending Alignment: Intentional choices that support your goals
- Protection & Risk: Insurance gaps that could derail your security
- Investment & Equity Compensation: RSUs, options, ESPPs, and long-term wealth building
- Tax & Estate Planning: Minimize tax burden and build your legacy
Your Wealth in Motion
Once your plan is in place, we transition into an active ongoing relationship where the real work begins. This is where most financial relationships fall short—but not with us. We’re with you for the journey, not just the roadmap.
Investment Management (Ongoing)
Your money should work as intentionally as you do. We’ll help you invest with purpose through:
- Portfolio Construction & Oversight
Investment selection focused on long-term growth, diversification, and cost efficiency—without unnecessary complexity. - Tax-Aware Management
Because it’s not just what you earn, it’s what you keep. We implement:- Tax-loss harvesting
- Tax-smart rebalancing
- Strategic asset location
- Withdrawal planning that protects your future
- Rebalancing & Monitoring
Markets change. Life changes. We stay on top of both so you don’t have to. - Equity Compensation Monitoring
Those stock options and RSUs you’ve earned? We’ll help you maximize their potential without taking unnecessary risks.
Financial Planning Support (Ongoing)
Your financial life isn’t static, and neither is our support.
- Annual Strategy Sessions
We’ll review your progress, revisit goals, and adjust as your life evolves. - Retirement Timeline & Income Strategy Refresh
Whether retirement is decades away or just around the corner, we keep your plan relevant and realistic. - Charitable Giving Strategy
Give meaningfully while being tax-smart—whether through Donor Advised Funds or appreciated stock. - Cash Flow and Liquidity Planning
Because life happens. We’ll help you prepare for both expected and unexpected transitions. - Tax Planning Coordination
We stay in sync with your accountant or prepare projections internally to reduce surprises. - Support with Big Decisions
Buying a home? Negotiating compensation? Planning a sabbatical? We’re here with the financial perspective you need. - Coordination with Trusted Professionals
Your CPA, estate attorney, or mortgage advisor—we keep everyone aligned with your goals.
On-Demand Support
Some questions can’t wait for a scheduled meeting. That’s why we offer:
- Unlimited Email & Call Access
We’re just a message away whenever something new comes up. - Timely Reminders & Check-ins
Gentle nudges to ensure important tasks don’t fall through the cracks. - Client-Only Resources
Educational tools, webinars, and updates tailored to your financial life.
Why We Always Start with a Financial Plan.
Because we deeply care about you and your future. We don’t jump straight to investment strategies without understanding the whole picture. That would be like a doctor prescribing medication without running any tests first.
Phase 1 of our process, Your Wealth Blueprint, is about getting clear on where you are today so that every recommendation is rooted in your goals, values, and real numbers.
And here’s the truth: a lot of “free” financial plans aren’t really free. They’re often used as a sales tool to push products like insurance, annuities, or investments that benefit the advisor more than you. It’s like going to a heart doctor who only prescribes one brand of medication because that’s the company paying them. Sure, the visit might be free, but would you really trust that diagnosis if your health was on the line?
Your financial health deserves better. That’s why we begin with a transparent, judgment-free planning process. There won’t be any product pitch or hidden agenda, so you can make confident decisions knowing the advice is truly in your best interest.
The Align Difference
What Sets Us Apart And Why It's Important
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:
Fee-Only & 100% Fiduciary
We work only for you. No commissions, no product sales, and no incentives to recommend anything that’s not in your best interest. Ever.
Holistic, Life-Centered Planning
We go beyond your portfolio to address every dimension of your financial life — taxes, cash flow, protection, estate planning, and more — all working together as one cohesive strategy.
Equity Compensation Expertise
RSUs, ESPPs, and stock options are opportunities, not mysteries. We help you make smart, tax-efficient decisions, especially during M&A events, job changes, or pre-IPO phases.
Behaviorally Aware
Money is emotional. We help you manage wealth and the weight it can carry, so you can lead with confidence. Your feelings about money matter just as much as the numbers.
Clarity Without Complexity
Your financial life might be complicated, but working with us isn’t. We break it down, organize what you have, and help you take action without overwhelming you.
Let’s build something aligned, together.
You’ve done the hard work of building your career and saving diligently. Now it’s time to put that to work in a way that feels clear and supportive.
If you’re looking for a thoughtful partner to help you navigate what’s next, I’d love to meet you. Take the first step today. Your future self will thank you for it.