Why Work with a Fee-Only Financial Planner?

If you’ve ever looked into getting financial help, you’ve probably seen the same two things over and over again: “free” financial plans that come with strings attached—or advisors who won’t work with you unless you already have hundreds of thousands of dollars to invest. It can feel like the financial industry wasn’t built for people just starting out, building momentum, or getting back on track.

At Align, we see it differently.

We believe wealth is something to be grown, not gated.

We believe financial guidance should be accessible, not reserved for the already-wealthy.

And we believe the best financial advice comes from someone who’s only paid by you—not by selling you products or steering you toward investments that may not truly serve your goals.

That’s why we operate as a fee-only financial planning firm.

What Does “Fee-Only” Mean?

Fee-only means we’re compensated only by our clients. We don’t make commissions. We don’t sell products. We don’t get kickbacks. That means you never have to wonder if a recommendation is truly in your best interest—or just good for someone else's bottom line.

We're also fiduciaries, which means we’re legally and ethically required to act in your best interest at all times. It’s not just a tagline—it’s a core value.

Why That Matters for You

Most traditional advisors are incentivized to manage large portfolios or sell financial products. That creates a barrier for people who are just getting started—or who want solid advice without tying everything to investments right away.

At Align, we do things differently.

We offer:

• Coaching + Planning tailored to your goals, not your account size

• Education that empowers you to make confident financial decisions

• Flexible payment options, with monthly and quarterly plans that fit your lifestyle

• No pressure, no commissions, and no agenda—just support and strategy you can trust

We want more people to have access to trustworthy financial guidance—because smart decisions now lead to real wealth later. You shouldn’t have to be rich to start building a rich life.

Our Mission: Keep More of Your Money Working for You

Your money should be growing—not going to commissions or hidden fees. We’re here to make financial planning more transparent, approachable, and effective.

Whether you're navigating a new job, tackling debt, planning for your family’s future, or just ready to take control of your finances, we're here to help—without the fine print.

Ready to align your finances with your goals?

Let’s start a conversation that’s truly about you. No pressure. Just clarity and confidence. Schedule a free intro call.