Your First Year With Align: What to Expect From Day One

At Align Financial Planning, we believe that great financial planning is about more than numbers—it’s about building a life that reflects your values, your goals, and your unique vision for the future. That’s why your first year with us is designed to create a strong, strategic foundation that evolves with you.

The journey begins with intention and clarity. Using the framework in the graphic above, we guide you through each phase with purpose and care:

Introduction

Our first conversation is about connection. We’ll get to know each other, share how we work, and determine if we’re a good fit. You’ll also receive clear pricing upfront so you can move forward confidently.

Discovery & Organization

In our first official meeting, we dive deep into your financial world—gathering the key details that matter most. This includes your goals, concerns, priorities, and any existing structures in place. Our aim is to organize the pieces and lay a clear path forward.

Vision & Goal Setting

With clarity comes confidence. During this stage, we define your financial future by setting actionable, values-aligned goals. Together, we’ll build a roadmap that prioritizes what matters most to you—whether that’s debt reduction, retirement planning, or saving for a dream home.

Explore Possibilities

Now we get strategic. We’ll assess opportunities, uncover areas of optimization, and make sure each component of your plan aligns with your long-term vision. Think of this as the “what’s possible” stage—where we ensure your financial life is working for you, not the other way around.

Plan Presentation

Your strategy comes to life here. We’ll walk you through personalized recommendations, focusing on the one or two actions that can make the biggest impact right away. You’ll leave this meeting with clarity, direction, and confidence in your next steps.

Ongoing Financial Planning

Financial planning doesn’t stop with a single strategy. Life evolves—and so should your plan. We meet quarterly to revisit your goals, track progress, and adjust as needed. This ongoing support ensures your plan continues to reflect your life.

Investment Management

When appropriate, we also offer professional investment management services. Our goal? To make sure your portfolio is not only performing—but also aligned with your values and long-term goals.

Flexible Service Options

We understand that financial lives (and budgets) vary. That’s why we offer a flexible, transparent pricing structure that makes high-quality planning accessible. You can choose from monthly or quarterly payment options to best suit your lifestyle.

Your first year with Align isn’t just about numbers—it’s about peace of mind, intentional progress, and building the future you’ve envisioned. Let’s build your foundation together.

Ready to get started? Contact us today.