Align provides ongoing financial planning and investment management for women coordinating substantial savings, equity compensation, and the transition toward retirement.

Our work is designed for women with around $1 million or more in investable assets, as well as high earners building toward that level who have significant capacity to save and need ongoing planning. We consider your full financial picture and the kind of support you want.

This 15-minute introductory call is a chance to discuss what brought you here, learn about our approach, and decide whether a further conversation makes sense. Please answer the brief questions when you schedule so we can prepare.