Retire with your optimal lifestyle.
Helping Executive Women Retire With An Optimal Lifestyle
Are You a Female Executive at a Leading Pharmaceutical Company, like Novartis, Abbott, or Pfizer?
You’ve worked hard to get where you are. Now, it’s time for your money to work just as hard for you.
At Align Financial Solutions, our mission is simple: to empower you to retire on your terms. We want you to feel prepared and confident about your future, knowing your wealth is working for you.
We get it. As a successful woman in your field, you’ve invested a lot in building your career, and now it’s time to make sure your wealth is just as well cared for. We’re here to help you make the most of it.
Core Beliefs of Align Financial
People First
We truly believe in putting people at the heart of everything we do. After all, it’s not just about finances; it’s about you and your life!
Quality of Advice
You deserve the best. Our goal is to simplify your financial life with clear, high-quality advice that’s easy to understand and organized.
Passion
We’re passionate about what we do and genuinely care about your financial well-being. This isn’t just our job—it’s our calling.
Focus
We specialize in serving women executives. We understand the challenges and opportunities you face. Your success is our priority!
“Your life is a reflection of the choices you make. If you want different results, make different choices.”
Oprah Winfrey
How We Help Pharma Executives Achieve Financial Freedom
Our approach is designed to fit your life and your goals. From organizing your finances to making the most of your investments and minimizing taxes, we’ve got you covered. Our clients find clarity, control, and freedom with our personalized, practical strategies—and we’re ready to do the same for you.
Gaining Control Over Your Finances
We start by helping you sort through all aspects of your financial life—income, investments, savings, expenses—so everything is organized and manageable. The goal? Simplify your finances so you can make informed decisions without feeling overwhelmed.
Uncovering Your True Financial Goals
Through open, honest conversations, we help you explore your financial goals, values, and priorities. We dig deeper into what you really want and why it matters. By addressing your money story and past financial experiences, we help you overcome limiting beliefs and align your goals with what truly matters to you.
Optimizing Equity Compensation
For many executives, equity compensation is a big part of their financial picture. Whether it’s stock options, ISOs, ESPPs, or restricted stock units, we help you make the most of these assets. We’ll build a strategy that fits your goals, so you can take control of your financial future without the guesswork.
Creating a Clear Financial Pathway
Once we understand your financial landscape, we map out a plan that gets you where you want to be. We take a close look at your situation and develop a holistic strategy that aligns with your vision for the future.
Investment Analysis and Portfolio Review
We’ll go over your current investment portfolio to ensure your assets are working towards your long-term goals. Our approach balances growth with managing risk, so your investments support the lifestyle you envision for retirement.
Strategic Tax Planning and Implementation
Taxes can eat into your hard-earned money. We help you minimize your tax burden, so you can keep more of what you earn and invest it toward your future.
Going Beyond the Numbers – Focusing on You
We know financial planning isn’t just about numbers. It’s about how you feel, your mindset, and breaking through any barriers holding you back. Our approach covers the emotional side of money because we believe true financial freedom starts within. We’re here to help you overcome limiting beliefs, tap into your full potential, and build a future that feels right for you.
Ready to Take Control of Your Financial Future?
If you’re ready to optimize your wealth, find clarity, and live your ideal retirement lifestyle, we’re here to help. Let’s work together to make smarter financial decisions and build the future you deserve.
Contact Us Today to learn more about how we can support your journey to financial freedom.
Read Our Blog Posts
- Understanding Stock Option Vesting for Pharma Executives
- What Happens To My Equity Compensation When I’m Laid Off
- How to Maximize Your ESPP Benefits as a Pharma Executive
- A Woman’s Guide to Retirement Planning with Equity Compensation
- How to Manage Money After a Layoff