Our Process to Financial Planning for Independent Women
We help women to navigate their financial journey with clarity and confidence.
Our approach to empowering women for financial freedom is collaborative and supportive.
Our Typical Clients
We love working with women who are ready to take charge of their finances and create the life they truly want.
Women Over 45
We typically work with independent women over 45, who are serious about their retirement goals and seek professional guidance to stay on track for living their best life.
Over $1,000,000
Typically, individuals who have saved over $1,000,000 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 turn to qualified professionals’ 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 love.
Step one
01. Organize and Align
This step lays the foundation for your financial journey by ensuring everything is properly set up and aligned with your goals. It’s where we organize your financial life and align it with your vision for the future, creating the clarity and confidence you need to move forward.
By asking thoughtful questions, we help you uncover what truly matters to you, perhaps in ways you’ve never considered before. While you stay focused on living your life, we handle the details, leaving you feeling refreshed and reassured that everything is under control and on the right path.
Step TWO
02. Analyze and Collaborate
In this step, we dive deeper into analyzing your current financial situation and aligning it with your goals. While we already started the alignment process in the first step, this stage takes it further by focusing on collaboration. After all, what matters most is what’s important to you—it’s your future, and you’re the captain of this journey.
This step is all about open communication, back-and-forth discussions, and ensuring that your financial plan reflects what truly makes you happy, motivated, and comfortable. Your plan is not a static document—it’s malleable, adaptable, and a living representation of your vision.
Transparency and openness between us are key during this process. By working together and prioritizing what’s most important to you, we create a plan that puts your best future forward.
Step Three
03. Recommend and Implement
This is the stage where our team shares tailored recommendations and works with you step by step to put them into action. We focus on what feels right for you and address any challenges that might be holding you back, empowering you to confidently take action. A plan is only as good as the actions behind it—without follow-through, it remains just words on paper.
With the strategies developed during the analysis phase and the insights gained through our collaboration, we move forward together. This process is dynamic, as life often brings unexpected challenges or blessings. Whether it’s adapting to a curveball or celebrating new opportunities, we adjust as needed to help you make the best decisions for your evolving circumstances.
This step is all about progress and adaptability. It will turn your plan into reality and bring you closer to the life you’ve envisioned.
We Are Here To Support Women Like You!
Let’s talk to see if we’re a good fit. If not, we’d be happy to point you in the right direction.