FEE-ONLY FINANCIAL PLANNING FOR WOMEN NEARING RETIREMENT
Retire with confidence and enjoy the lifestyle you've worked so hard to build.
We help you navigate the transition from saving to creating lasting income, with clear guidance and a personalized plan for your next chapter
Know you'll have enough to retire comfortably
You’ve spent decades building your career and accumulating wealth, but as retirement approaches, the questions keep you up at night:
- Do I have enough saved to maintain my lifestyle?
- When can I actually afford to retire?
- How do I make my money last 20-30 years without a paycheck
The shift from accumulating wealth to living off it feels overwhelming. You’ve been successful at building your career, but retirement planning feels like uncharted territory.
At Align, we help you:
- Calculate exactly how much you need for the retirement you want
- Create a withdrawal strategy that protects your lifestyle
- Navigate healthcare costs, Social Security timing, and tax-efficient planning
- Feel confident about making the leap from working to retirement
Whether you’re 5 years out or ready to retire next year, we’ll help you transition with clarity and peace of mind.
Turn decades of saving into a reliable retirement income
You’ve been a diligent saver, but now you face a completely different challenge: How do you replace your paycheck with your portfolio?
The questions feel endless:
- Should I take Social Security now or wait?
- How much can I safely withdraw each year?
- What if the market crashes right after I retire?
How do I handle healthcare costs without employer insurance?
You didn’t spend your career worrying about sequence of returns risk or Medicare supplement plans. But now these decisions feel critical to your financial security. As a fiduciary advisor, we specialize in helping successful women navigate this transition. We’ll create a comprehensive income replacement strategy that accounts for all your revenue sources and helps you sleep well at night.
Let’s build a retirement plan you can trust.
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.
Independent. Fiduciary. Retirement Transition Partner.
A Guide Who Understands Your Retirement Concerns
I’ve worked with many successful women who excel at building wealth during their careers but feel anxious about the transition to retirement.
They ask the same big question you have: when can I afford to stop working?
These aren’t just numbers on a spreadsheet. They’re about your freedom, security, and peace of mind for the next 20-30 years of your life.
I started Align to be the advisor I wish more women had access to during this critical transition:
Someone who doesn’t just run retirement calculators, but who understands the emotional complexity of leaving your career, the importance of maintaining your independence, and the peace of mind that comes with a well-thought-out plan.
You deserve a partner who sees retirement not as an ending, but as the next exciting chapter of your life.
TESTIMONIAL
Disclosure
The testimonial(s) presented were provided by actual clients of Align Financial Solutions, LLC. No compensation was provided for these testimonials. Testimonials were selected from among all client feedback received. Client experiences may vary, and there is no guarantee of future performance or success. To our knowledge, no conflicts of interest exist regarding these testimonials.
A SIMPLE PROCESS TO
Plan your ideal retirement and transition with confidence
Your money should work as hard as you do. We’re here to help you get clear, personalized answers so you can move forward with confidence.
Organize & Align
We analyze your current financial picture and retirement readiness, so you know exactly where you stand and what gaps need to be addressed.
Analyze & Collaborate
We create a comprehensive retirement income plan that accounts for Social Security, healthcare, taxes, and your lifestyle goals, giving you a clear roadmap for your transition.
Recommend & Implement
We help you execute your retirement strategy and provide ongoing support as you navigate this new phase of life, adjusting as your needs evolve.
Getting started is simple.
BOOK YOUR 15-MINUTE ALIGN CALL
We’re here to listen. This no-pressure, no-obligation call is simply a chance to explore whether working together makes sense. We specialize in what we do, so we may not be the perfect fit for everyone. But either way, we’ll always point you in the right direction.
GET YOUR ONE-PAGE FINANCIAL PLAN
Together, we’ll create a clear one-page financial plan, personalized to your life goals and streamlined to help your money work smarter and more effectively. We may love numbers, but what we love even more is making your life simpler and easier.
FEEL IN CONTROL OF YOUR FINANCIAL FUTURE
Now you have a go-to partner who’s ready to answer your money questions and help you stay on track. You know your next steps and have support along the way.
BLOGS
Retire on your terms with confidence and clarity
Easy-to-understand retirement and financial insights for women approaching their next chapter.
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
Know Your Retirement Is Secure.
Too many successful women approach retirement with more anxiety than excitement.
Without a clear plan, it’s easy to worry about running out of money, making costly mistakes with Social Security timing, or not having enough to maintain your lifestyle.
The transition from earning to portfolio income is one of the most important financial shifts you’ll make. You’ve worked too hard to leave it to chance.
With the right retirement strategy and a trusted advisor by your side, you can retire with confidence and enjoy the freedom you’ve earned.
Schedule your no-pressure, no-obligation Align Call and start planning your ideal retirement today.
