How To Get
Started With Align
You’ve worked hard to build your career and grow your wealth. Now it’s time to let your money work just as hard for you.
We partner with independent women who are ready to stop guessing and start feeling clear and confident about their financial future.
Your Path to Financial Confidence
Three simple steps to go from uncertainty to clarity:
Start with a simple 20-minute conversation. Think of it as a mutual interview: we want to be sure we can help you, and you want to be sure we’re the right team for your journey.
When you schedule, you’ll answer 3 quick questions so we can make every minute count:
- What prompted you to consider financial guidance now?
- What would financial confidence look like for you?
- What’s one question you hope we can answer?
Before We Talk
To make the most of your Align Call, you’re encouraged to review a few resources beforehand. These answer common questions and give you a sense of our approach:
Our Approach to Women’s Wealth (9-min video)
How we help women create financial plans that support the lives they truly want to live.
Investment Philosophy Simplified (5-min read)
Our evidence-based approach to growing wealth without unnecessary complexity or hidden fees
The Align Difference (optional read)
Who we serve best and what makes our approach unique.
Simply click the links above to access each resource.
Discovery Deep Dive (30 min)
A thoughtful conversation about what’s working, what’s stressful, and what success looks like for you.
Strategy Session (90 min)
A focused session to review your opportunities and priorities, and walk through clear strategies to help your money work more efficiently.
Your Comprehensive Financial Plan
If you decide to continue, we’ll begin a 4-month Wealth Blueprint process with six guided conversations covering vision, organization, cash flow, investments, and custom priorities. You’ll walk away with a clear, actionable plan.
Investment Management
Portfolio design, tax-aware strategies, rebalancing, equity monitoring.
Proactive Planning
Annual strategy sessions, retirement planning updates, cash flow, tax coordination, big decisions support
On-Demand Support
Quick access to your team, reminders, and client-only resources. This ensures your wealth strategy evolves as your life evolves.
What Makes Us Different
- Fee-Only & Fiduciary — We work only for you.
- For Women, By Women — We understand your unique challenges.
- Clarity Without Complexity — Straightforward language, no jargon.
- Aligned With Your Values — Because money should support your life, the way you want it.
Answers to questions you might have
What happens during the Align call?
The Align Call is a 20-minute conversation where we get to know each other. We’ll discuss what prompted you to seek financial guidance, what financial confidence looks like for you, and answer any initial questions you have. It’s relaxed, informative, and helps us both determine if we’re a good fit.
Do I need to prepare anything for my first call?
No extensive preparation is needed. Just come with an open mind and be ready to share what’s important to you financially. The three questions you’ll answer when scheduling will help guide our conversation.
How much does it cost to work with Align?
We believe in complete transparency. As a fee-only firm, we will never earn commissions —our only compensation comes directly from our clients. See our complete pricing details here. During your Strategy Session, you’ll get to review exactly what your investment would be so you can make an informed decision.
What if I’m not ready to commit to a full financial plan?
That’s completely fine. Our initial Discovery Deep Dive and Strategy Session come with no commitment. They’re designed to give you valuable insights whether you continue with us or not.
How is Align different from other financial advisors?
We specialize in working with independent women and understand the unique financial challenges they face. Our all-female team provides a perspective that many traditional financial firms lack, and we focus on making financial concepts clear and accessible without unnecessary jargon.
Ready to create financial clarity and confidence?
You don’t have to carry the weight of financial decisions alone. Let’s explore what’s possible for your future — starting with a simple but powerful conversation.