Get clear guidance from a trusted partner who understands the realities of being an independent woman
Thoughtful financial planning that accounts for how you think, feel, and live
You're not a portfolio.
You're a person.
A lot of financial advisors sound the same.
But how they work and who they work for make all the difference.
Here’s how we do things differently:
We put you first.
As a 100% fiduciary, we are legally and ethically committed to acting in your best interest. No hidden agendas. No product pushing. Just advice you can trust.
We are transparent.
We are fee-only, which means we are only compensated by you. That keeps our advice focused solely on what’s important to you.
We understand your world.
You are successful, busy, and carrying a lot at work and at home. You deserve someone who gets it and makes your financial life feel lighter.
If you're a decision-making woman with
At least $1M+ in investable assets
You have saved diligently, accumulating $1 million or more in investable assets—excluding real estate.
A desire for a financial partner
You appreciate expert guidance and a true partner in planning and decision-making.
A commitment to feeling good
You not only want to reach your financial goals—you also want to feel good about your financial future along the way.
...then we should talk.
Money Mindset
We don't just build smart plans. We build plans that feel right.
You make thoughtful decisions all day long. But when it comes to money, it’s a whole different story.
Even when the math checks out, it still has to feel good before you can follow through.
That’s why we bring behavioral science into the picture.
We don’t just ask what makes sense. We ask: “Will this decision spark joy?” Marie Kondo-style, but for your financial life.
Here’s how we help you move forward:
- We create plans that work with your real-life mindset and habits
- We explore the beliefs and patterns shaping your money decisions
- We make it easier to take action and stick with it
Because the best plan is the one you’ll actually use and feel good about using.
Know your advisor is
always in your corner.
“Hazel has been most helpful in guiding us on our financial journey. Hannah, her Administrative Assistant, has been a wonderful help with any questions we have had. Hazel and Hannah are always willing to take the time to listen and guide — most appreciated.”
Cindy Z.
Retired
“I have had so much support from Hazel, Nicole and the staff at Align. They educate me on my options, make sure I am aware of what I need to do, and guide me towards the financial decision to best meet my goals. I am grateful to have them to help me reach my financial success.”
Diane D.
Business Owner
“Working with the Align Financial Solutions team has been very successful for us. We trust Hazel and the staff to consistently provide clarity of information, honest conversations, giving a sense of security, especially during troubling times.”
Ross R.
Corporate Executive
“Hazel and her team at Align Financial Solutions have played an instrumental part in organizing and implementing a solid financial plan for my retirement. She listens to questions and ideas and always has thoughtful and insightful solutions.”
Sandi M.
Graphic Design Professional
“Hazel is compassionate, knowledgeable and smart. The perfect combination to guide me through financial decisions for myself and family.”
Sarah A.
Non-Profit Executive
“Working with Hazel is a pleasure! Her intelligence and overall demeanor exudes confidence and a willingness to serve her client!”
Sandra J.
Retired
“Professional, authentic financial advisor looking at both the strategic overview and willing to do the detailed tactical work to implement the plan.”
James R.
Retired
“Hazel offers openness, reliability, and knowledge on the many considerations and often complicated areas of managing my retirement investments as a business owner. She is an excellent advisor who provides confidence and clear direction.”
Nina T.
Business Owner
“As clients of Align Financial Solutions and Hazel Secco, we have achieved a comfortable level of confidence with our personal finances. Communications from Align Financial are always clear and easy to understand, whether simple or complex.”
Robert M.
Retired
Disclosure
YOUR FINANCIAL GUIDE
Meet Hazel Secco CFP®, CDFA® Founder CEO, Mom of 2.
I know what it’s like to carry the weight of figuring out your finances alone. That’s why I started Align Financial Solutions—to help decision-making women feel secure, supported, and confident with their money.
I was raised by two fiercely independent women, my grandmother and my mom. They worked hard and managed money carefully, yet never found peace with it—only stress and anxiety.
That experience stayed with me. Even after becoming a self-made millionaire in my twenties, I couldn’t stop pushing. The old fears drove me to burnout until I realized I needed to redefine what success and wealth really mean.
Now, I help women take charge of their finances with clarity and peace so they can finally feel good about their money.
You deserve to feel confident about your financial future. I’m here to help you get there.
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.
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
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)
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
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
Are We Aligned?
We’re here for women who want a trusted advisor,
not just an account manager.
We're probably a good fit for you if:
✔️ You want a meaningful long-term financial strategy
✔️ You’re serious about retirement and long-term planning
✔️ You want easy-to-understand advice in plain English
✔️ You want to partner with a specialist who helps women in leadership build intentional wealth
We may not be the right fit for you if:
❌ You’re looking for someone to “beat the market” quickly
❌ You believe more money is always the answer, no matter the tradeoffs
❌ You don’t care about understanding all the advice your financial advisor gives
❌ You want to DIY your financial strategy or want to work only with the financial advisor who comes along with your workplace retirement plan
If you check off at least 3 items in the left column and are ready to feel good about your money, schedule your Align Call today.
Expertise & ethics you can trust.
Staying on top of the latest financial advice by yourself can be overwhelming.
When you partner with Align, you’ll work with an advisor who’s committed to ongoing learning.
You’ll know the advice you receive is up-to-date and puts your interests first.

The standard of excellence for financial planners
Hazel is a CERTIFIED FINANCIAL PLANNER™ professional, having met rigorous education, experience, and ethical standards. The CFP® designation represents a fiduciary commitment to always act in clients’ best interests. Only about 30% of advisors in the U.S. hold this certification, underscoring Hazel’s dedication to professional excellence.

Specialized Training in Divorce Financial Planning
As a Certified Divorce Financial Analyst®, Hazel helps clients and their attorneys understand how financial decisions during divorce impact long-term outcomes. This expertise ensures thoughtful, informed planning around asset division, tax implications, and future financial stability.

Empowering Independent, Fee-Only Advisors
Align Financial Solutions is proud to be a member of the XY Planning Network — a community of fee-only fiduciary advisors who are committed to providing transparent, advice-based financial planning. XYPN supports independent firms like ours with best-in-class compliance, technology, and continuing education resources, helping us focus on what matters most — serving our clients with integrity and care.

The Standard for Fee-Only Fiduciary Advice
As a NAPFA member, Hazel upholds the highest standard of fiduciary excellence. NAPFA members are required to provide comprehensive financial planning and receive no commissions or compensation from product sales. This membership underscores our firm’s full commitment to transparency, objectivity, and putting clients’ interests first in every recommendation.

Advancing the Profession and Lifelong Learning
Membership in the Financial Planning Association (FPA) reflects Hazel’s dedication to professional development and ethical leadership in the financial planning profession. Through the FPA, Hazel stays current on evolving industry trends, best practices, and continuing education to ensure clients benefit from the most up-to-date guidance available.

Verified Fee-Only Fiduciary Commitment
Align Financial Solutions is recognized by the Fee-Only Network, a national directory of verified fee-only fiduciary financial advisors. This affiliation provides independent verification of our firm’s business model — that we are compensated only by our clients and free from any commissions or third-party incentives.
Pricing Peace of Mind
We want you to have all the information you need to make the best decision, so we share our pricing upfront.
PODCAST
Honest, Approachable Financial Insights for Women
Tune in to Her Honest Money Talk 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.
Instead of feeling anxious or worried about your financial future, what would it be like to feel freedom and possibility with your wealth?
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.
Understanding AMT: What Women Leaders with ISOs Need to Know
Should You Take a Sabbatical (or Walk Away from Your Job?)
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
Understanding AMT: What Women Leaders with ISOs Need to Know
Should You Take a Sabbatical (or Walk Away from Your Job?)
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
A partner who puts you first and a plan that makes sense.
Don’t spend another night overwhelmed, googling your questions and asking ChatGPT things you’re too afraid to say out loud. I’ve been there. But there’s a better way.
Book your Align Call and start feeling confident about your financial future.