Align360™ Wealth Management
Done-For-You Wealth Management For Your Financial Independence
As independent women, you’ve worked hard to build your success. Now it’s time to make that success work just as hard for you. Align360™ brings together comprehensive financial planning and investment management in one seamless experience, designed specifically for women who want to take control of their financial future.
Why Women Need a Different Approach to Wealth Management
Many of us face unique financial journeys. On average, we live longer, which means our retirement savings need to stretch further. We might step away from careers to care for others. And often, we’re making financial decisions on our own, whether by choice or circumstance.
These aren’t obstacles—they’re simply realities that shape how we approach wealth building. Your financial life deserves a strategy as unique as you are.
The Align360™ Experience: everything in one place
Your Align360™ Experience brings everything together, from comprehensive planning to ongoing investment management, so you can move forward with confidence, knowing you’re on track.
Your Wealth Blueprint
A 4-month process to get everything in one place, understand what’s working and what’s not, and build a financial plan that’s tailored to your goals.
We start by reviewing your full financial picture—income, assets, equity, spending, and priorities—so that every decision moving forward is thoughtful, practical, and built around what matters most to you.
During this phase, we’ll:
- Assess where you stand today (without judgment—it’s about clarity, not criticism)
- Identify gaps and opportunities unique to your situation
- Create a personalized roadmap aligned with your values and vision
- Set clear, achievable milestones that feel right for you
Your Wealth in Motion
Once your plan is in place, we transition into an active ongoing relationship where the real work begins. This is where most financial relationships fall short—but not with us. We’re with you for the journey, not just the roadmap.
Investment Management (Ongoing)
Your money should work as intentionally as you do. We’ll help you invest with purpose through:
- Portfolio Construction & Oversight
Investment selection focused on long-term growth, diversification, and cost efficiency—without unnecessary complexity. - Tax-Aware Management
Because it’s not just what you earn, it’s what you keep. We implement:- Tax-loss harvesting
- Tax-smart rebalancing
- Strategic asset location
- Withdrawal planning that protects your future
- Rebalancing & Monitoring
Markets change. Life changes. We stay on top of both so you don’t have to. - Equity Compensation Monitoring
Those stock options and RSUs you’ve earned? We’ll help you maximize their potential without taking unnecessary risks.
Financial Planning Support (Ongoing)
Your financial life isn’t static, and neither is our support.
- Annual Strategy Sessions
We’ll review your progress, revisit goals, and adjust as your life evolves. - Retirement Timeline & Income Strategy Refresh
Whether retirement is decades away or just around the corner, we keep your plan relevant and realistic. - Charitable Giving Strategy
Give meaningfully while being tax-smart—whether through Donor Advised Funds or appreciated stock. - Cash Flow and Liquidity Planning
Because life happens. We’ll help you prepare for both expected and unexpected transitions. - Tax Planning Coordination
We stay in sync with your accountant or prepare projections internally to reduce surprises. - Support with Big Decisions
Buying a home? Negotiating compensation? Planning a sabbatical? We’re here with the financial perspective you need. - Coordination with Trusted Professionals
Your CPA, estate attorney, or mortgage advisor—we keep everyone aligned with your goals.
On-Demand Support
Some questions can’t wait for a scheduled meeting. That’s why we offer:
- Unlimited Email & Call Access
We’re just a message away whenever something new comes up. - Timely Reminders & Check-ins
Gentle nudges to ensure important tasks don’t fall through the cracks. - Client-Only Resources
Educational tools, webinars, and updates tailored to your financial life.
Why start with a financial plan?
Because we deeply care about you and your future. We don’t jump straight to investment strategies without understanding the whole picture. That would be like a doctor prescribing medication without running any tests first.
Phase 1 of our process, Your Wealth Blueprint, is about getting clear on where you are today so that every recommendation is rooted in your goals, values, and real numbers.
And here’s the truth: a lot of “free” financial plans aren’t really free. They’re often used as a sales tool to push products like insurance, annuities, or investments that benefit the advisor more than you. It’s like going to a heart doctor who only prescribes one brand of medication because that’s the company paying them. Sure, the visit might be free, but would you really trust that diagnosis if your health was on the line?
Your financial health deserves better. That’s why we begin with a transparent, judgment-free planning process. There won’t be any product pitch or hidden agenda, so you can make confident decisions knowing the advice is truly in your best interest.
The Align Difference
What sets us apart and why is it important
On the surface, lots of financial advisors sound the same. But not all advice is created equal. Here’s what to look for when you’re ready to partner with someone who truly has your back:
Fee-Only & 100% Fiduciary
We work only for you. No commissions, no product sales, and no incentives to recommend anything that’s not in your best interest.
For Women, By Women
You deserve advice that understands you. We specialize in working with women decision-makers who want expert guidance without the jargon or judgment. We’ve been where you are, and we speak your language.
Equity Comp, Explained
Those RSUs, ESPPs, and stock options? They’re opportunities, not mysteries. We help you make smart decisions, especially during M&A events, job changes, or pre-IPO phases.
Behaviorally Aware & Emotionally Intelligent
Money is emotional. We help you manage wealth and the weight it can carry, so you can lead with confidence. Your feelings about money matter just as much as the numbers.
Clarity, Without Complexity
Your financial life might be complicated, but working with us isn’t. We break it down, organize what you have, and help you take action without overwhelming you.
Built Around Your Real Life
Whether you’re climbing, pausing, or pivoting, we meet you where you are and build a plan that reflects what truly matters to you. This is your journey—we’re just here to help you navigate it with confidence.
Let’s build something aligned, together.
You’ve done the hard work of building your career and saving diligently. Now it’s time to put that to work in a way that feels clear and supportive.
If you’re looking for a thoughtful partner to help you navigate what’s next, I’d love to meet you. Take the first step today. Your future self will thank you for it.