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?
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.
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.
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.
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.