Financial Planning That Aligns With Your Life, Goals, and Future
At Align, we believe that money is a tool—one that should work for you, not against you. That’s why our financial planning services are designed to give you clarity, confidence, and control over your financial future. Whether you’re looking for a comprehensive plan, investment strategy, or business financial guidance, Align helps you make empowered choices that support your family, lifestyle, and long-term success.
We believe in meeting you where you are—without pressure, product sales, or complex jargon. We provide a transparent, supportive, and empowering approach to financial planning and investment management designed to grow with you.
Comprehensive Financial Planning
A Full Roadmap for Your Wealth & Well-Being
Money doesn’t have to feel overwhelming. With our comprehensive financial planning, we build a step-by-step plan that covers everything from budgeting and investing to debt management, risk protection, and long-term financial security. We take a holistic approach to ensure your finances align with your values and goals.
What’s Included:
-
Budgeting & Cash Flow Management
Take control of your day-to-day finances. (cash flow, investments, insurance, taxes, retirement, estate) -
Investment Strategy & Portfolio Construction
Learn how to grow and protect your wealth. -
Retirement & Long-Term Planning
Secure your future with confidence. -
Debt Management & Wealth Protection
Build smart strategies for paying off debt and securing financial stability. -
Tax Strategies & Estate Planning
Keep more of what you earn and plan for generational wealth. -
Personalized Strategy Development
-
Ongoing Access to your planner for questions and decision support
-
Regular Review Meetings
To adjust your plan as life evolves -
Investment Management Services
Available after completion of your initial financial plan
Best for: Busy professionals and families who want a trusted partner to help manage financial complexity and guide important decisions over time.
Annual Planning Fees:
-
Individuals: $6,000
-
Couples: $7,000
-
Business owners or business integration: $9,000
This financial planning service provides complete financial planning with continuous support to help you achieve peace of mind about your financial future.
Investment Education & Management
Grow Your Money with Confidence
Investing doesn’t have to be intimidating. We provide expert guidance to help you understand the market, make smart investment decisions, and build long-term wealth - without unnecessary risk or stress.
What We Offer:
-
Customized Investment Strategy – Align your portfolio with your financial goals.
-
Risk Assessment & Diversification – Ensure your money is working efficiently and safely.
-
Education on Long-Term Investing – Learn how to invest wisely and with confidence.
-
Ongoing Portfolio Management – Hands-on support to keep your investments on track.
Best for: Individuals who want to invest smarter and grow their wealth over time.
There is no requirement to bundle investment management with financial planning - but if you do, you’ll benefit from reduced fees and more holistic support.
Business & Personal Financial Planning
Helping Entrepreneurs Balance Business & Wealth
Running a business and managing personal finances at the same time? We get it. Our business and personal financial planning services are tailored to help entrepreneurs optimize cash flow, tax strategies, and long-term financial security - so you can thrive in both business and life.
What We Offer:
-
Business & Personal Cash Flow Management
Ensure financial stability across both areas. -
Tax Strategy for Entrepreneurs
Optimize deductions and long-term planning. -
Investment Strategies for Business Owners
Build wealth while running your company. -
Scaling & Growth Planning
Set financial goals for expansion and sustainability.
Best for: Entrepreneurs and business owners looking for strategic financial solutions.
Project-Based Financial Planning
Custom Solutions for Big Financial Decisions
Not every financial need requires long-term planning. Our project-based services give you expert guidance on specific financial challenges—whether it's a major investment, life transition, or big decision.
What We Offer:
-
One-Time Financial Planning Sessions – Focused strategy on a specific issue.
-
Cash Flow & Debt Management Plans – Get a clear roadmap for financial stability.
-
Investment & Wealth Planning Consultation – Ensure your money is working for you.
-
Custom Financial Proposals – Tailored advice for your unique situation.
-
Reviewing Employer Benefits or Stock Compensation
-
Preparing For a Major Purchase or Life Event
-
Running Retirement Scenarios
-
Creating a Debt Payoff Plan
Best for: Those needing expert financial guidance for a specific situation without an ongoing commitment.
Starting at $1,200 – $2,400
Take Control of Your Financial Future Today
Money should work for you, not stress you out. Whether you’re looking for a full financial roadmap, investment guidance, or business financial planning, Align is here to help you build wealth, reduce stress, and create financial freedom.
Let’s get started! Schedule a consultation today and take the first step toward financial confidence.
