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Experience a personal financial plan to guide you every step of the way as you create a life of abundance.
Financial Planning & Investment Management
A comprehensive financial plan is the bridge between the stress you carry about what your money is doing
(and will do for your future) and standing on the solid ground of empowered choices.
Whether your'e just starting out on your financial journey or navigating complex wealth management, we've got you covered.
Our values-based approach focuses on understanding your goals and crafting a personalized plan that fits your life.
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Our personal financial planning services cover a wide range of topics:
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Our fees are based on complexity and typically range from $1,500 to $5,000 for a one-time comprehensive financial plan,
billed quarterly or monthly. All plans require a $500 initial deposit to begin the planning engagement.
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Ongoing financial planning services are available after completing an initial financial plan.
All financial plans include investment recommendations, which can be implemented on your own or managed by Align.
Align Investment Management is exclusively available to ongoing financial planning clients
at a flat fee of 1% of Assets Under Management (AUM).
Cash Flow & Budgeting
Tax Planning & Employee Benefits
Investment Planning
Student Loan &
Debt Management
Retirement Strategies
Career & Business Choices
Education Planning
Estate Plan Review
Project Based Planning
You have a solid financial plan established but want to leverage the resources of a professional financial planner to answer specific questions. This could include tax planning, estate planning, helping you choose the best options in your 401k or even designing a college funding strategy.
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By asking these questions of a fee-only financial planner you know you're getting straightforward, trustworthy advice with no commissions or sales. I work for and represent you.
Project proposals are provided based on an estimated scope of work
and billed at a rate of $250/hour
Business Planning
A healthy, thriving business starts with a healthy, thriving business owner.
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Starting with the foundation of personal financial planning, our business planning services help entrepreneurs gain clarity and insight into the health of their business and
optimize the way their business funds their lifelong goals.
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From personal retirement and tax planning to setting up and administering employee benefit plans and retirement plans, our business financial planning services
help you and your company work smarter, not harder.
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Educational Seminars + Speaking Engagements
Invest in your organization by empowering your members with financial education and inspiration.
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Seminars and speaking engagements are for groups seeking general advice on investments and other areas of personal finance. These seminars are purely educational in nature and do not involve the sale or recommendation of any investment products.
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Contact us for a custom proposal to best suit the needs of your organization.
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