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.
Building wealth brings real opportunity and real complexity. Between a demanding career, family responsibilities, and the sheer volume of financial decisions you face, it is easy for your financial life to feel scattered rather than strategic. Our planning process is designed to change that. We start by listening, then build a comprehensive plan tailored specifically to your goals so you can move forward with clarity and confidence.
Your Align Call
We start by listening. In a focused 15-minute conversation, we learn about your goals, your situation, and whether we are the right fit for each other.
Discovery Meeting
We go deeper, exploring your full financial picture, what matters most to you, and where you want to go. This shapes every decision we make together.
Strategy Session
We share our initial findings and walk you through exactly how we can help. This is where we show you what is possible and what a partnership with Align looks like for you.
Welcome to Align
You sign your Advisory Agreement and officially become our client. This is the beginning of a relationship built around your financial future.
Information Gathering
We provide a personalized checklist of documents and data we need, including income, accounts, equity compensation, insurance, and estate documents, to build your plan.
Your Wealth Blueprint
We present your comprehensive financial plan, covering cash flow, investments, equity compensation, tax strategy, risk management, and your path to financial independence.
The Align360 Ongoing Partnership
Your plan is complete. Now the real work begins. Each Spring and Fall we meet proactively to review your progress, adjust your strategy, and stay ahead of what is next. We are available whenever life changes in between.
Your first conversation is free and takes 15 minutes. We will listen, answer your questions, and let you know if we are the right fit.
Book My Align CallA free, no-pressure 15-minute conversation to see if we are the right fit.
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.
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.
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.
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.
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.
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.