You should know exactly what working with us looks like, and exactly what it costs, before you commit to anything. Here is the whole process.
A 15-minute conversation where we get to know each other. You tell us what prompted you to look for guidance and what feeling in control of your money would mean for you. We tell you honestly whether we are the right firm for it.
One thing to know before you book: Align works best for women whose finances have outgrown simple answers. Equity compensation, multiple account types, a business, an inheritance, a retirement transition. Most of our clients have over $1 million in investable assets or household income above $350,000, and Align360™ Wealth Management begins at $12,500 per year. We work as an ongoing advisor, never on one-off projects. We would rather tell you that here than surprise you on the call.
If we both feel the fit, we go deeper. In the Discovery Meeting we work through your full financial picture and what matters most to you. Then comes the Outcomes Discussion: we present your wealth map and your advice path, so you can see what we found, what we would tackle first, and what the next year would look like. We also put your fee in writing, no ranges and no “it depends.” Then we decide together, in that meeting, whether to work with each other. If either of us thinks it is not a fit, we say so.
Not every client needs us to manage investments. Some do, some do not, and what you need depends on how complex your situation is. We will be straight with you about that at your Outcomes Discussion.
Once you join, we build your Wealth Blueprint™: the core plan every Align client starts with and the roadmap to the goals you set. We organize your entire financial picture, pressure-test it across cash flow, investments, equity compensation, protection, taxes, and estate, and turn it into a written plan with a prioritized action list. Implementation starts while the plan is still being built, because some moves can only happen when the calendar allows. Read about how planning works at Align.
From there, we manage the plan year-round: formal reviews in the spring and the fall, planning timed to vest dates and tax deadlines, proactive check-ins when law or markets change, and unlimited email and phone access in between. You are never watching the clock with us.
A 15-minute conversation, not an audit. You describe what prompted you to reach out; we tell you whether Align is the right fit and what the next step would be. There is nothing to prepare and no pitch.
No. Align Financial Solutions does not offer one-time financial plans or project-based engagements. All planning is delivered inside Align360™ Wealth Management, an ongoing advisory relationship, because plans that are implemented and monitored succeed at a far higher rate than plans that are handed off.
Align360™ Wealth Management begins at $12,500 per year. Your exact fee depends on the complexity of your situation and is presented in writing at your Outcomes Discussion, before you commit to anything. Align is fee-only: we are paid solely by clients, never by commissions or product sales. See our full schedule.
We qualify fit by complexity as much as by account size. Most of our clients have over $1 million in investable assets or household income above $350,000, and nearly all are managing something with real moving parts: equity compensation, multiple accounts, a business, an inheritance, or a retirement transition. If your situation is simpler, we will say so on the Align Call.
A financial plan is analysis: a snapshot of where you stand and what you should do. Wealth management is analysis plus execution: implementing the investment strategy, coordinating taxes year over year, and adjusting the plan as your life changes. Align only offers the second, because the second is what changes outcomes.
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.