Fee-only financial planning for women
Helping You Achieve Financial Independence with Confidence
You’ve worked hard to build your wealth. Now you deserve a partner who understands that your finances are more than spreadsheets—they’re about creating the life you truly want. With guidance from an advisor who listens first and advises second, you can transform financial uncertainty into confidence and clarity.
If you're a decision-making woman with
$1M in Investible
Assets
With at least $1 million earmarked for investment (real estate not included).
Desire for A Trusted Financial Partner
You’re seeking an advisor who listens first and advises second—someone reliable.
Commitment to
Feeling Good
Ensuring every decision builds wealth and brings you confidence and peace of mind.
PROBLEM
THE TRUTH IS
You’ve outgrown basic financial advice.
You’ve worked hard, saved diligently, and built success — yet you still carry the weight of uncertainty.
Maybe you’re wondering:
- Am I really going to be okay if I slow down?
- Am I missing something important?
- Will I outlive my money?
- Am I doing enough for my family and future goals?
On the outside, you look confident and accomplished. On the inside, you might still be second-guessing every decision, unsure if your wealth is working as hard as you did to earn it.
Without clarity, it’s easy to overwork, play it too safe, or feel like financial freedom is always just out of reach.
It doesn’t have to be that way.
SOLUTION
Welcome to our signature system:
Align360™
Your wealth deserves a system as thoughtful and dynamic as you are.
The years leading up to and following retirement are filled with life-changing decisions. You don’t need to carry that weight alone.
We don’t expect top athletes to reach their goals without coaches, trainers, and support. Your financial life deserves the same level of care.
Our signature Align360™ process helps independent women like you:
-Organize your finances and simplify the big picture
-Model your options so you know exactly what’s possible
-Turn your wealth into confidence and bigger impact
You’ve spent your entire life taking care of everything and everyone.
Now it’s time for your money to take care of you.
Who We Serve
We understand that independence means something different for every woman. That’s why we’ve designed approaches for women in diverse life stages:
Single Women
Making every financial decision solo requires tremendous strength—yet even the strongest women benefit from expert guidance. As a single woman, you’re balancing today’s needs with tomorrow’s security, all while missing the financial “second opinion” that comes with partnership.
We specialize in helping single women transform financial independence into a source of strength rather than stress. Together, we’ll create a plan that gives you both security and flexibility, so you can move forward with confidence—no matter what life brings.
High-Earning Women
Your professional success has created financial opportunities—and complexities. Between demanding career responsibilities and personal commitments, finding time to optimize your financial situation often falls to the bottom of your priority list, despite its importance.
We help successful women make sense of complex financial landscapes. Our team analyzes your complete financial picture, from equity compensation to tax planning, and transforms it into clear, actionable recommendations. We handle the details so you can focus on what matters most, knowing your money is working as hard as you do.
Women Nearing Retirement
After decades of building your career, retirement is finally on the horizon, bringing both excitement and important questions. How do you translate your savings into lasting income? When should you claim Social Security? How will you cover healthcare costs that typically run higher for women?
We specialize in guiding women through this critical transition with strategies designed for your specific situation. From creating sustainable income plans to optimizing benefits, we help you navigate each decision with confidence so you can move from your career to your next chapter with financial security that lasts.
Client Criteria
The key to finding the right financial partner for you.
Not all advice is created equal. Here’s what to look for when you’re ready to partner with someone who truly has your back:
Fiduciary
A fiduciary financial planner is someone who’s legally obligated to put your best interests first. Always. Unlike some advisors who might recommend products that benefit them or their company, a fiduciary’s advice is focused entirely on what’s right for you.
Fee-Only
Fee-only financial planning means you pay your advisor directly, with no commissions or product sales involved. It keeps the advice focused on what’s best for you, not what earns them more.
Familiar
You’ve outgrown generic advice. As a high-achieving woman with a lot on your plate, you deserve someone who understands the mental load you carry and helps you manage your wealth in a way that supports your life.
Know who to trust, lift the weight off your shoulders, and feel good about your money.
Stop wasting time and headspace trying to figure it all out alone. Book your Align Call today and get a clear plan and a partner who always puts your best interests first.
GUIDE
Partner with a trusted financial guide who
Transforms worry into confidence.
I was raised by fiercely independent women — my grandmother and my mom. They were diligent savers but always anxious about money. I inherited that mindset, and even after becoming a millionaire in my twenties, I still didn’t feel secure.
That experience shaped my mission. At Align Financial Solutions, I partner with independent women to help them break free from fear and step into confidence in their financial lives.
True financial freedom isn’t measured by numbers on a page. It’s about knowing when “enough” is enough, and having the freedom to live, give, and thrive on your own terms.
PROCESS
Now you can make confident financial decisions without t the constant worry
Organize & Align
We bring clarity to your financial picture, organizing everything in one place and helping you define what “enough” truly means for you. This creates both immediate relief and a foundation for confident decision-making.
Analyze & Collaborate
Together, we explore scenarios that align with your values and priorities, showing you exactly when you can make choices from a position of security rather than fear. This collaborative process puts you in control of defining your financial freedom.
Recommend & Implement
We turn your plan into action, guiding you through each step and adjusting as life evolves so you feel good about your money.
PROCESS
Smart financial decisions, lasting impact.
GETTING STARTED
3 steps to now exactly
what to do with your money.
There’s no one right answer for how to manage and grow your wealth.
We’re here to support you and create your best path to the future for you and your unique situation.
Connect - Book Your Align Call
Our relationship begins with a warm, thoughtful conversation about what matters most to you.
Create - Your Financial Roadmap
Like any trip, your financial life needs a plan to help you reach your destination. We build that plan with you and provide guidance along the way.
Thrive - Ongoing Partnership
Now you've got a go-to partner who's ready to answer your money questions and help you stay on track. You know your next steps and have support along the way.
GETTING STARTED
Know who to trust, lift the weight off your shoulders, and feel good about your money.
Don’t waste any more time, energy, or headspace searching for the right thing to do with your finances.
Book your Align call today and get the clarity and confidence that comes from knowing you’ve got a clear financial plan that helps you keep more of what you earn and an advisor who’s always working for your best interests.