FEE-ONLY FINANCIAL PLANNING FOR WOMEN IN LIFE TRANSITIONS
Build wealth and financial security after major life changes with an advisor who gets it.
We help you create a comprehensive financial plan that honors where you’ve been and puts your new goals first.
Navigate your new financial reality with confidence
Major life transitions change everything about your financial picture. Whether through divorce, widowhood, or another significant change, you’re now making financial decisions on your own, often for the first time:
- “How do I rebuild my financial life after everything has changed?”
- “Am I making the right decisions during this vulnerable time?”
- “What do I need to prioritize first when everything feels urgent?”
You’re dealing with more than just numbers. You’re processing grief, adjustment, and the weight of being solely responsible for your financial future.
Generic advice doesn’t address the emotional and practical complexities of your situation.
At Align, we help you:
- Navigate the financial aftermath of major life changes with clarity
- Rebuild your financial foundation one manageable step at a time
- Make confident decisions during an uncertain period
- Create a plan that reflects your new reality and future goals
You deserve financial guidance that recognizes both the challenges and opportunities of this transition.
Build or rebuild your financial life with clarity and purpose
Starting over financially can feel overwhelming, especially when you’re simultaneously processing major emotional changes:
- “How do I untangle years of shared financial decisions?”
- “What do I need to know about managing investments on my own?”
- “How do I protect myself financially going forward?”
You might be dealing with asset division, beneficiary changes, or learning about accounts you never managed before. Or perhaps you’re finally ready to take charge of your financial future after years of letting someone else handle the details.
I understand the financial complexities of major life transitions. We’ll help you assess your new financial reality and create a plan that reflects your values and goals.
Let’s build a financial foundation that supports the next chapter of your life.
If you're a decision-making woman with
At least $1M in investible 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 about your money
You not only want to reach your financial goals—you also want to feel good about your financial future along the way.
...we should talk.
A Guide for Your Life Transitions
Independent. Fiduciary. Ready to partner with you.
I’ve worked with many women going through major life changes who feel completely capable in other areas of their lives but are overwhelmed by the financial implications of their transition. They’re processing loss, change, and uncertainty while being asked to make critical financial decisions.
Whether they're navigating divorce, widowhood, career changes, or other significant shifts, they share a common concern: Who can I trust to guide me through this without taking advantage of my vulnerable situation?
I started Align to be the advisor I wish more women had during life transitions — someone who understands that you're dealing with more than just money, who won’t rush you through decisions or overwhelm you with complexity, and who respects both your current vulnerability and your future strength.
You deserve a financial partner who sees your transition not as a crisis to be managed, but as an opportunity to build exactly the life you want — on your own terms.
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
Build financial security and peace of mind on your terms
Organize & Align
We review your complete financial picture and life goals, accounting for the unique considerations of single-income planning and your personal priorities.
Plan & Strategize
We design a comprehensive financial strategy that builds multiple layers of security, from emergency planning to retirement, tailored specifically for your independent lifestyle.
Recommend & Implement
We help you put your plan into action with ongoing guidance and adjustments as your life evolves, ensuring you always have a trusted advisor in your corner.
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 have 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.
Financial independence designed for your life
Practical financial insights and strategies for single women building wealth on their own terms
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
Your financial future after major life changes shouldn't be left to chance.
Too many women going through transitions feel like they’re navigating unfamiliar financial territory alone, wondering if they’re making the right decisions during a vulnerable time.
Whether you’re rebuilding after divorce, adjusting after loss, or emerging from any significant life change, you deserve more than generic advice that doesn’t acknowledge the emotional and practical complexities of your situation.
With the right financial strategy and a trusted advisor who understands what you’re going through, you can build the security and independence you want.
Schedule your no-pressure, no-obligation Align Call and start building your financial future with confidence.
