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FINANCIAL PLANNING THAT FITS YOUR LIFE
At Align Financial Planning, we’re here to make your financial journey as smooth and impactful as possible.
Whether you’re creating a strong foundation, growing your wealth, or tackling life’s complexities, we’ll help you build a plan that lets you focus on what matters most.
Comprehensive Financial Planning
Imagine having someone in your corner to help you make thoughtful financial decisions, stay on track with your goals, and adjust as life evolves. Your financial life deserves thoughtful strategy and expert guidance. Ongoing planning is ideal for individuals and families ready to take their financial journey to the next level
WHAT YOU'LL GAIN
Confidence for Major Decisions:
Know you’ve planned for milestones like buying a home, retirement, or your child’s education.
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A Coordinated Wealth Plan:
Objective fiduciary advice to align your investments, taxes, and savings with your goals.
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Simplified Complexity:
Stay organized with a clear roadmap that evolves as your life changes.
WHAT YOU'LL RECEIVE
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A comprehensive approach to managing your financial life.
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A personalized portfolio strategy tailored to your family’s goals.
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Guidance to ensure all your financial resources work together efficiently.
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Quarterly check-ins to stay aligned with your evolving priorities.
INVESTMENT
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Annual Fee: $4,800/year
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Payment Options:
$500 initial deposit, then
$1,075/quarter or
$420/month for 11 months
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Complex planning, including business integration, starts at $6,800/year.
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THE NUTS & BOLTS: HOW WE WORK TOGETHER
From our first conversation to every step of our partnership, we focus on making your financial life clear, approachable, and entirely tailored to your goals.
WHAT HAPPENS NEXT?
Once we’ve built the foundation together, the journey doesn’t end there. Ongoing financial planning gives you a trusted partner to help you adapt, grow, and stay on track as life evolves:
Quarterly Check-Ins:
We’ll revisit your plan every quarter to ensure it stays aligned with your evolving goals.
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Proactive Adjustments:
Whether it’s a career change, market fluctuation, or life milestone, you’ll have expert guidance to navigate it with ease.
​Continuous Support:
You’ll have access to advice and strategies whenever you need them, ensuring you feel confident about your financial future.
Ready To Get Started?
Take the first step toward clarity and confidence.
Let’s create a plan that lets your money grow while you focus on living the life you were meant to lead.
Investment Management
At Align Financial Planning, we prioritize your best interests by acting as a true fiduciary.
Through trusted custodians like Charles Schwab and Altruist, we provide investment management that is transparent, client-centered, and free from product sales or commissions.
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Investment recommendations are included in every comprehensive plan, allowing you the flexibility to implement them on your own or with Align. For those who prefer ongoing oversight, Align’s investment management services take care of setting up, rebalancing, and monitoring your portfolio while keeping you in the driver’s seat with expert guidance.
WHAT YOU'LL GAIN
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Portfolios designed for long-term growth and aligned with your values.
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Expertise to navigate market fluctuations with confidence.
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Seamless integration with your broader financial plan.
INVESTMENT
Available to ongoing financial planning clients with a straightforward and transparent management fee structure, tailored to align with your portfolio size and planning needs.
Business Financial Planning
Running a successful business is no small task.
That’s why our business planning services focus on helping you streamline your financials, reduce stress, and ensure your business is working for you—not the other way around.
By starting with a foundation of personal financial planning, we help you connect your business goals to your personal goals so they complement one another.
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WHAT YOU'LL GAIN
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Clear insight into your business’s financial health through reviews of balance sheets, profit and loss statements, and past-year tax returns.
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Strategies to streamline cash flow and position your thriving business for long-term growth and sustainability.
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Guidance on long-term investments, funding retirement, and offering employee benefits to attract and retain talent.
This service is designed to help you reframe your business finances in a way that supports your life, while giving you the confidence to focus on what matters most.
INVESTMENT
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Annual Fee:
Business Financial Planning generally starts at $6,400/year
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Payment Options:
Initial deposit, then monthly or quarterly
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Custom pricing based on your business’s unique needs and complexity.
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Project-Based Planning
For those with specific questions or focused needs, project-based planning offers clarity without ongoing commitments.
PERFECT FOR:
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Gifting a loved one a financial foundation.
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Deep dives into areas like investing, taxes, or retirement.
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Burning questions or advanced support for previous clients.
INVESTMENT
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Hourly Fee:
$250/hour​
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Packages for specific questions
start at $750
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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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