Your Free Financial Freedom Assessment
A 5-Minute Assessment to Gain Clarity & Confidence in Your Financial Future
Discover if you’re on track to retire on your terms
See how well your investments align with your goals
Gain personalized insights to optimize your wealth
Take this quick financial assessment and receive a personalized roadmap to guide your next steps.
Who Is This For?
This assessment is for high-achieving women in pharma and biotech who:
Have equity compensation (RSUs, ESPP, performance shares) but aren’t sure if they’re using it strategically
Want to retire comfortably without sacrificing their lifestyle
Feel like they’ve done well financially but still worry about spending, taxes, and making the right decisions
Want professional guidance to make sure their wealth is working as hard as they are
If this sounds like you, take the assessment today!
What You’ll Get From This Assessment
Clarity on Your Retirement Readiness
See if you’re on track for your financial goals.
Insights on Your Stock Comp Strategy
Learn if you’re maximizing your stock compensation benefits.
Actionable Next Steps
Get a roadmap tailored to your financial situation so you can take action now.
How It Works
Taking control of your financial future has never been simpler. Here’s how it works:
Step 1
Take The Financial Freedom Assessment
This free assessment pinpoints exactly where you stand financially—your strengths, gaps, and opportunities to optimize your wealth.
You’ll immediately gain a clearer picture of how well your financial strategy is aligned with your long-term goals.
Step 2
Get Your Personalized Roadmap
Your finances are unique. Your roadmap will give you personalized insights into where you may be missing out—whether it’s tax savings, stock compensation strategies, or financial freedom planning.
You’ll receive a customized breakdown of your results, helping you see exactly what steps will help you pursue your financial goals with more confidence.
Step 3
Book a Free 15-Minute Align Call
Numbers are just numbers without context. This call gives you direct access to a CFP® professional who will walk through your results and provide professional guidance on what to do next.
You’ll leave the call with clarity, confidence, and a concrete next step toward your financial freedom.
Why This Matters for Women in Pharma & Biotech
As a busy professional with stock compensation, your financial situation is unique. You’ve worked hard to build wealth, but are you making the most of your money?
If these questions resonate with you, this free assessment is for you.
Start Now – Your Financial Freedom Begins Here!
Your money should work as hard as you do. Give yourself permission to take just 5 minutes today to gain clarity and take control of your financial future!