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A child reaching for a branch, just as your financial goals are in reach

The life you desire is
within reach

Optimize your finances to create
peace of mind while you build an intentional life

FINANCIAL PLANNING FOR INDIVIDUALS & SMALL BUSINESSES

At Align Financial Planning, we help you use money as a tool to build your ideal life as you shape your portfolio to your purpose. 

We Offer

Getting Started

I'm just starting my financial journey

 

Forging a Path

I have some assets, but not a plan

Aligning the Path

I have a plan in place but want to check for alignment

OUR PHILOSOPHY

Discover the Align Difference

By implementing strategies we carefully construct together, our clients are able to live life on their terms, making choices based on their values – from where to eat tonight to what vacation house to buy, or where to go on their annual international vacation. These life choices bring far more joy and satisfaction than simply reaching a portfolio value.
 
Because while other financial planning companies care about what your money can do for you later, we care about what it’s doing for you now, too.
 

With our commitment to fee only planning, 0 commissions and 0 product sales, you can fully trust that our advice is non-biased and transparent with your best interest at heart. 

Leveraging the knowledge and resources of an experienced financial planner can help you stay one step ahead of the game and get a clearer picture of where you're going. You no longer have to row alone. 


Whether you are new to the idea of a financial plan or already have a plan in place, Discover the Align Difference.
 

Rowing together toward your financial goals
A female fiduciary financial advisor sharing real investment advice with a client

OUR MISSION

Align your finances with your core values to create a more abundant life

Approaching money as a tool, rather than the end state, puts our clients in control of how their financial resources can have the biggest impact in their lives and the world. We are committed to helping our clients spend and save with intention, to create a generational legacy of financial empowerment.  

FIND YOUR INSPIRATION

"Wealth is the ability to fully experience life."

—  Henry David Thoreau  —
 

—  Henry David Thoreau  —
 

Why work with a fee-only financial planner?

You may be used to financial advisors offering "free" plans or requiring that you already have hundreds of thousands of dollars ready to invest before they'll even start a conversation. 

At Align, we believe in growing wealth, not chasing it. 

We want to educate, empower and coach you to grow your wealth, not wait until you are already wealthy to leverage the power of working with a professional. We also believe that as much of your hard earned money as possible should stay in  your portfolio, not go to commissions. 

With a commitment to 0 product sales or commissions, we put our money behind our mission to offer a strategy you can trust from a fiduciary financial advisor who has your best interest at heart. 

Our fees typically range from $125 - 475 per month for ongoing financial planning (based on complexity) and are designed to make effective planning accessible without the commissions and fees.

 

Investment management, when appropriate, is available to ongoing financial planning clients at a fixed rate of 1%. 

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