FEE-ONLY FINANCIAL ADVISOR FOR NYC PROFESSIONALS
Turn your New York career into lasting wealth and freedom.
We help women leaders in tech, finance, media, and healthcare turn demanding NYC careers into lasting wealth — planning built around equity compensation, taxes, and the life you actually want.
Proud to partner with women in successful companies like yours
Keep more of what you earn with smarter tax strategies.
Between New York City tax, New York State tax, and the federal bill, high earners in the city routinely lose 45%+ of their marginal income — before anyone plans a bonus, an RSU vest, or a move across the Hudson. It’s frustrating, until you have a proactive plan.
We plan year-round across NY and NJ — bonus timing, equity vests, deductions, and where you live versus where you earn — so more of what you make actually becomes wealth.
Build financial security that withstands life's uncertainties.
Your calendar is booked back-to-back, your bonus lands once a year, your RSUs vest on someone else’s schedule — and the cash quietly piles up in checking because deciding takes energy you don’t have at 9 pm. You don’t need more willpower. You need a system, and a partner who runs it with you.
If you're a high-earning woman with
You value expert advice
You don’t want to wing it. You want smart, unbiased guidance from someone who does this full time — because these decisions are too costly to get wrong.
A desire for a financial partner
You appreciate expert guidance and a true partner in planning and decision-making.
A commitment to feeling good
You not only want to reach your financial goals—you also want to feel good about your financial future along the way.
...then we should talk.
Independent. Fiduciary. A partner who gets the weight you carry.
I’ve spent over a decade in financial planning, and I know the unique challenges female breadwinners face: confusing comp packages, burnout, and the pressure of being the one everyone depends on.
Like you, my clients are brilliant, driven, and earning more than ever. But when it comes to financial strategy, too many are left trying to figure it all out on their own.
I started Align to be the advisor I wish more women had access to:
- Someone who listens deeply and understands complexity
- Someone who goes beyond “just max out your 401(k)”
- Someone who helps you simplify, strategize, and feel good about your money
You deserve a partner who sees the full picture and helps you walk a path that’s uniquely yours.
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.
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've got 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.
Working With a Financial Advisor in NYC: FAQ
Do you work with NYC professionals virtually?
We work virtually with clients nationwide — and a large share of our clients are New York professionals. Our office is in Hoboken, one PATH stop from Manhattan and home to many of them, but meetings happen over Zoom, built around your calendar instead of a commute.
Can you help with New York City and State taxes?
Yes. City tax, state tax, and equity compensation stack up quickly for New York high earners. Proactive, year-round tax planning — bonus timing, RSU vests, and NY/NJ cross-border questions — is core to what we do.
Who do you typically work with?
Women leaders and families in tech, finance, media, pharma, and healthcare — busy professionals who’ve built real careers and often have equity compensation in the mix.
What does fee-only fiduciary mean?
We are paid only by our clients — no commissions, no product sales — and we are legally required to put your interests first, always.
BLOGS
Work because you want to, not because you have to
Easy-to-understand financial and life insights for high-earning women
Know When Your Work Can Become Optional
Too many decision-making women are left to navigate complex wealth decisions with too little guidance and too much guesswork.
Without a strategy, it’s easy to miss opportunities, second-guess yourself, or get hit with unexpected tax bills. And the longer you wait, the harder it is to catch up.
You’ve worked too hard to feel uncertain. With the right plan and a trusted advisor by your side, your work-optional life can be within reach.
