The Align Difference
Financial advice that puts your life first.
We bring your retirement, investments, taxes, and company stock into one coordinated plan, so every important decision fits the life you want.
What makes us different
We work only for you.
We are fee-only advisors, paid only by our clients. We receive no commissions and do not sell products, and we are fiduciary 100% of the time.
One plan for every decision.
Your retirement date, investments, taxes, and company stock affect each other. We plan them together so one decision doesn’t undo another.
Planned around your life.
Whether you have always handled the money yourself or are taking it on for the first time, we start with what you want your money to do and build the plan from there.
FOUNDER'S STORY
Why I started Align
Growing up, I watched my mom and grandmother work hard and make careful financial decisions. They were strong, capable women who carried a lot. Yet even when they did everything right, money was a source of stress for them, not peace.
That shaped how I think about financial advice. Women deserve more than someone who manages their investments. They deserve someone who understands what their money needs to do, helps them see the bigger picture, and gives clear guidance when decisions get complicated.
After more than a decade in financial planning, I founded Align Financial Solutions in 2023 to give women exactly that.
Hazel Secco, CFP®, CDFA®
Founder, Align Financial Solutions
Credentials you can verify
CFP®
Certified Financial Planner™ professional. CFP Board requires CFP® professionals to act as fiduciaries when giving financial advice, and to meet education, exam, experience, and ethics requirements.
CDFA®
Certified Divorce Financial Analyst®. Specialized training in the financial side of divorce, including how retirement accounts, taxes, and long-term income are affected.
XY Planning Network
A national network of fee-only financial planners. Members are paid only by their clients and do not sell products or earn commissions.
NAPFA
The National Association of Personal Financial Advisors, the country’s leading association of fee-only advisors. Members must be fee-only fiduciaries.
FPA
The Financial Planning Association, a professional organization for financial planners focused on ethics and continuing education.
Fee-Only Network
An independent directory that verifies its advisors are paid only by their clients, with no commissions.
Featured In
Meet the Support Squad
This isn’t the traditional grid of headshots you’ll see from most financial firms. We build your support team around what you need, not a fixed org chart. Behind every financial decision is a life, a family, and a future that matters.
Chief Support and Tech Officer
A founding force behind Align Financial Solutions, he has supported my vision from day one, fully committed to our mission of empowering women to live their best lives. He’s also our go-to tech specialist.
Rob
CHIEF EMPOWERMENT & SPARKLE OFFICER
Our little burst of joy and inspiration, Elsa empowers our team and clients daily with her confidence and zest for life. Her boundless imagination reminds us to bring a little extra sparkle to everything we do.
Elsa (aka Victoria)
CHIEF RISK MANAGER & CHARM OFFICER
Soso keeps us on our toes—the ultimate push-and-pull girl! Just when we think we can relax, she shakes things up with her fearless, silly-goose energy. A little daredevil and Elsa (AKA Victoria)’s mini-me, she brings the perfect mix of charm, mischief, and joy to our financial advisor team. She’s our daily reminder to stay sharp, embrace the unexpected, and always keep a sense of humor!
Soso
CHIEF HAPPINESS OFFICER
BB takes his job seriously: Brightening everyone’s day with his irresistible fluff and boundless charm. Known for his pillowy presence, he brings a much-needed dose of calm and joy to the office.
BB
Is Align the right fit for you?
Saved diligently and want thoughtful next steps
Approaching retirement or thinking about optional work
Want your investments, taxes, and retirement coordinated
Value a long-term partnership with your advisor
PODCAST
Honest, approachable financial insights for women
Tune in to Align Your Retirement where Hazel breaks down money topics with down-to-earth and unfiltered conversations.
Every episode gives you useful tips and empowering ideas to help you feel confident and in charge of your finances.
BLOGS
We’re here to provide helpful guidance in plain English for smart women like you.
With so many “experts” shouting different advice on social media, it’s tough to know what actually applies to your situation.
Explore insights created just for independent women, from an advisor focused on your success and happiness.
Ready for financial advice that puts your life first?
Book a free 15-minute Align Call. Tell us what’s on your mind and what you hope to accomplish, and we’ll tell you whether Align is the right advice team for you.