Broker Check

Aligning the Path

Wealth is not his that has it, but his that enjoys it. --Benjamin Franklin

You have a financial plan in place. But you wonder if it’s still aligned to your desired destination. Could it be doing more? 

Let’s do an Alignment Check.

Here is how we make that happen for you at Align Financial Planning

  • Identify and Refine your most important values and goals. 

We will never assume to know what is important to you. We ask. In fact, we spend A LOT of time at this stage because we can’t give our best advice in a vacuum. Why would you want us to?

  • Review your current plan.

This is where we gather the details of all your current assets into one place, so we can see the whole financial picture, identifying both its strengths and its gaps.

  • Align your financial picture with your current stage in life.

Other financial planning companies speak mostly about long-term goals, big life events, or retirement. At Align, we believe shaping your portfolio on purpose means you can live the life you’ve worked so hard for without fear of making the money last.

  • Review and Implement financial tools (saving/investments/insurance) to reach those goals more efficiently.

There are THOUSANDS (probably millions) of ways you can reach your goals, so we don’t even pretend a choice of a handful of templated plans can really be aligned to you. Our plans are fully custom from top to bottom.

Is this more work than picking a pre-packaged option, sprinkling in a little something to call it custom, and hoping you will just trust us? Of course it is. You’re Worth It.

  • Ongoing support to stay aligned.

Do you want to know when IRA contribution limits change? Or a new investment opportunity is available that shares your values? Of course you do.

Those are the kind of calls we make to clients every day. We want to support you all the way to and through your goals even as your life changes.

Please Note: Our strategies and plans are NOT the right fit if...

  • You are looking for fast money 
  • You aren’t open to letting us examine all aspects of your financial life

However, we may be a great fit if…

  • You are disciplined and motivated by reaching your goals
  • You have people in your life you care about supporting both now and later
  • You want to stay in the driver’s seat of your financial journey while a skilled and supportive co-pilot helps guide the way
  • You are ready to be empowered by what else your money can do