FEE-ONLY WEALTH MANAGEMENT FOR HIGH-NET-WORTH WOMEN
You built the wealth. Now make it unshakeable.
Seven-figure portfolios, concentrated stock, equity that vests faster than you can think about it. At this level the expensive mistakes are not spending mistakes, they are coordination mistakes: the RSUs sold in the wrong year, the accounts that were never tax-located, the estate plan from two jobs ago. Align exists to catch them before they cost you.
Proud to partner with women in successful companies like yours
The problems that show up after the first million.
Concentrated stock and equity compensation
When one company’s stock is both your paycheck and your biggest holding, every vest date is a tax event and a risk decision at once. We build sell-down and exercise schedules for RSUs, ISOs, NQSOs, and ESPPs that respect your tax brackets, your trading windows, and your conviction in the company, so the position shrinks on purpose instead of by accident. If you recognize yourself here, start with Home Stock Syndrome and the RSU withholding mistake.
Taxes across every account, not one at a time
High-net-worth women rarely overpay taxes in one dramatic place. They overpay in a dozen quiet ones: assets in the wrong account types, missed Roth conversion windows, charitable gifts made with cash instead of appreciated stock. We plan your taxes across all accounts and multiple years, and we coordinate directly with your CPA. Two places to see the math: the Roth conversion window high earners miss and IRMAA 2026.
Wealth that survives a transition.
Divorce, widowhood, a company sale, retirement itself. Transitions are when wealth is most exposed and when advice matters most. We model the decision before you have to make it, so you choose from numbers instead of fear. See which accounts to tap first in retirement and the real math on retiring with $2 million.
An estate plan that matches your actual life
Documents drafted a decade ago rarely reflect the wealth or the wishes you have now. We coordinate with your estate attorney to align titling, beneficiaries, and trust structures with what you actually want to happen. For appreciated stock, giving is often the better exit: donating stock to charity.
Is Align right for you?
Real moving parts
Equity compensation vesting each year, a business or a coming sale, multiple account types pulling in different tax directions, or a retirement transition with too much at stake to improvise.
A desire for a financial partner
You want one team accountable for the whole picture year-round, not a one-time answer that goes stale in a drawer.
Wealth worth protecting
Most of our clients have over $1 million in investable assets or household income above $350,000. If your situation is simpler than that, we will say so on the call.
...then we should talk.
Independent. Fiduciary. A partner who gets the weight you carry.
I have spent over a decade in financial planning, and I know the weight that comes with being the one everyone counts on. Align360™ Wealth Management brings your investments, equity compensation, taxes, protection, and estate into one coordinated plan, managed year-round through the Annual Rhythm. Fee-only fiduciary, no commissions, no product sales, unlimited access between reviews.
Still deciding what kind of help you need? Start with wealth management vs. financial planning, how much a wealth manager costs at $1M and up, and what to ask a financial advisor about equity compensation.
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.
A SIMPLE PROCESS TO
Get clarity now and confidence for what's next.
Your money should work as hard as you do. We’re here to help you get clear, personalized answers so you can move forward with confidence.
Organize & Align
We help you get organized and align your finances with what matters most: your goals, your values, and the life you want your money to support. You will gain clarity on the next best steps to truly move the needle.
Analyze & Collaborate
This is where we build personalized strategies around your life and goals, uncover blind spots, and simplify decisions, so you can optimize investments, reduce tax burdens, and feel good about your path forward.
Recommend & Implement
We put your plan into action, guiding you through each step and tweaking as life evolves, so you feel prepared and confident knowing every part of your financial life is working together.
Getting started is simple.
BOOK YOUR 15-MINUTE ALIGN CALL
A 15-minute conversation to see whether we fit.
We specialize in what we do, so we may not be the perfect fit for everyone. Whether we work together or not, you’ll walk away with clarity on your best next step.
BUILD YOUR WEALTH BLUEPRINT™
We organize your full financial picture and build your written plan, then implement it with you across the year.
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.
BLOGS
Work because you want to, not because you have to
Easy-to-understand financial and life insights for high-net-worth women
One team for the whole picture.
Too many high-net-worth women carry complex wealth decisions with too little guidance and too much guesswork.
Without a strategy, it’s easy to miss a conversion window, sell stock in the wrong year, or get hit with a tax bill nobody planned for.
You’ve built too much to leave it uncoordinated. With one plan and one accountable team, the next decade is about keeping it, growing it, and paying less tax along the way.
