Our Process to Financial Planning for Women
We help women to navigate their financial journey with clarity and confidence.
Our process of empowering women for financial freedom is collaborative and supportive.
Our Typical Clients
Foremost, we love working with women who are ready to take control of their finances and create the life they truly desire.
Women Over 45
We typically work with independent women over 45 who are serious about their retirement and want professional guidance to make sure they’re on the right track for living an optimal lifestyle.
Over $500,000
Typically, women investors who have saved over $500,000 in retirement or personal savings get the most value from our personalized advice and comprehensive financial planning services.
Meaningful Relationship
We work best with individuals who value meaningful and long-term relationships. Our clients appreciate advisors who put their needs first and seek professional guidance to avoid costly mistakes and plan proactively for the future.
How We Work
The Align Process
We truly value working with clients who recognize the value of our services and advice. We feel fortunate to have clients who genuinely appreciate our work.
We value building long-term, meaningful relationships with our clients. Our three-step process is designed to achieve this goal with no strings attached. We are here to help you make informed decisions for your financial future.
We are here to help you live the life you want.
Step one
01. Introductory Call
In this 15-min call, we will talk about what truly matters to you when it comes to building wealth. There’s nothing for you to prepare for the meeting except for an open mind!
Step TWO
02. Discovery Meeting
During this 30-min meeting, we’ll dive deep into the life you want to live and gain clarity on your financial picture. We’ll also discuss the non-negotiable priorities for your financial future. By the end of our session, you’ll have gained more clarity and confidence about your financial life.
Step Three
03. Strategy Session
During this 90-min session, we will get a clear understanding of what to focus on and what action steps you can take to get to where you want to be financially.
At the end of the strategy session, we will determine the best way forward with each other. By then, you’ll have clarity on how to work with us or if you will work with us. There’s no pressure or hard sell at the end of the process as we are simply assessing if we are the right fit to help you with your financial life.
We are here to help women like you!
Let’s chat to see if we’re a good fit for each other.