Building financial clarity, confidence, and control
Let’s be real—financial planning can feel overwhelming, especially when you’re juggling career demands, family responsibilities, and personal goals. We’ve created a 4-month planning experience specifically designed to help women take control of their financial future.
Whether you’re managing equity compensation, considering a career shift, or simply want to feel more confident about your money decisions, our Wealth Blueprint process transforms complexity into clarity.
Your path to financial confidence
As a woman, you face unique financial challenges. Through six focused meetings across four months, we’ll work together to create a financial plan that reflects your values, supports your goals, and gives you the confidence to make informed decisions.
Six-Steps To Financial Clarity
Vision & Values
We begin by exploring what truly matters to you. What does financial independence look like for you? Is it retiring early to travel the world? Supporting your children through college? Starting a business you’ve always dreamed of? We’ll help you articulate your vision and connect it to concrete financial goals.
Financial Organization
Many women tell us they feel overwhelmed by scattered accounts, paperwork, and financial details. We’ll gather everything in one place, creating a clear picture of your current financial situation. This organization alone often brings immediate relief and clarity.
Cash flow & Spending Alignment
Understanding how money flows through your life is powerful. We’ll analyze your income and expenses, identifying opportunities to better align your spending with your priorities. This isn’t about restriction—it’s about intentional choices that support your goals.
Protection & Risk Assessment
Life brings unexpected challenges. We’ll evaluate your current insurance coverage (life, disability, long-term care) to identify any gaps that could derail your financial security. We’ll help you understand exactly what protection you need and why, without selling you or pushing you into a decision.
Investment & Equity Compensation Planning
Our investment planning for women considers your unique timeline, goals, and comfort with risk. We’ll develop a personalized and cohesive investment strategy that balances growth potential with your risk profile and affordability.
For many professional women, equity compensation adds complexity to financial planning. We’ll help you understand your RSUs, stock options, or ESPPs, creating strategies to maximize their value while managing concentration risk.
Tax & Estate Planning
Strategic tax planning for women can significantly impact your long-term wealth. We’ll identify opportunities to minimize your tax burden through smart retirement contributions, investment placement, and timing of income. Beyond taxes, we’ll help you create a legacy plan that reflects your values. This step ensures your hard-earned assets are protected and passed on according to your wishes.
Why women like you choose the wealth blueprint process.
Clarity through education
We explain complex financial concepts in straightforward language, ensuring you understand not just what to do, but why it matters without unnecessary jargon. We provide action steps with clear guidance that builds your financial confidence.
Life-centered planning
Your money should support the life you want to live. We focus on your personal goals and values, not just investment returns or arbitrary benchmarks. Your financial plan becomes a tool for creating the life you truly want.
Honoring unique challenges
Women often face distinct financial challenges—longer life expectancies, potential career interruptions, and various priorities around caregiving needs. Our process acknowledges these realities and builds strategies to address them.
We’ll help you navigate
Our planning process is designed to address the financial questions and transitions most relevant to women’s lives
Career & wealth building
- Making the most of equity compensation (RSUs, options, ESPPs)
- Strategies for career transitions or sabbaticals
- Balancing saving with current lifestyle needs
Protection & security
- Creating financial independence regardless of relationship status
- Building sufficient retirement resources for longer life expectancy
- Protecting yourself and loved ones through proper risk management
Purpose & legacy
- Aligning your money with your values
- Creating meaningful charitable impact
- Building a legacy for future generations
Align’s commitment to your financial freedom
Fee-only fiduciary
We work only for you—never for commissions or product sales. This means our advice is always aligned with your best interests, without conflicts of interest or hidden agendas.
Women-focused approach
We understand the unique financial challenges and opportunities women face. Our process is designed to address these realities while building your financial confidence and knowledge.
Emotional intelligence
Money decisions aren’t just about numbers—they involve emotions, values, and relationships. We create space for these important dimensions, helping you navigate both the financial and personal aspects of money management.
Your investment in financial clarity
Our wealth blueprint process begins at $5,000.
This investment provides you with:
- Six structured planning meetings over 4 months
- A comprehensive written financial plan
- Specific action steps and implementation guidance
- Ongoing support between meetings
- A secure financial dashboard organizing all your accounts
FAQs
Why is there a fee for financial planning?
Many financial firms offer “free” planning because they earn money selling products or managing investments. As a fee-only fiduciary, we charge directly for our expertise and time, eliminating conflicts of interest. This approach ensures you receive objective advice tailored to your specific needs, not recommendations designed to generate more commissions.
What happens after the planning process?
After completing your Wealth Blueprint, you have options. Many clients choose to continue with our ongoing wealth management service, where we implement your investment strategy and provide continuing financial guidance. Others prefer to implement the plan themselves. Either way, you’ll have a clear roadmap to follow.
Ready to take control of your financial future?
Financial confidence begins with a clear understanding of where you are and where you want to go. Our Wealth Blueprint process provides the structure, guidance, and support you need to create a financial life aligned with your values and goals.
Let’s start with a conversation about what matters most to you.