Comprehensive Financial Planning and
Tax-Efficient Investment Management
for Retirees and Business Owners
At Aligning Wealth, we guide purpose-driven people ready to transform their financial success into meaningful life changes, whether that is retirement, a career pivot, or building a lasting legacy.
So have we.
You've chosen to live an intentional life: one that is growth-minded, future-oriented, and expansive.
We Lead By:
Maximizing Tax Advantages | Building Sophisticated Retirement Income Strategies | Managing Investments | Strategizing Business Exits | Navigating Life Transitions | Guiding Through Liquidity Events | Planning Your Legacy
Financial Alignment Begins With A Vision. Your Vision.
Financial planning isn’t about sacrifice and cutting back. It’s about confidently moving forward to your next chapter. Let us show you how.
Going Beyond Traditional Wealth Management
We align sophisticated financial strategies with your hopes and dreams. We're not only about the numbers: we focus on building financial plans that reflect what truly matters to you and your aspirations.
Serving Retirees, Near-Retirees, and Entrepreneurs
Our strategies and service empower you to embrace a rewarding next chapter; one that builds upon the vision and values that have accompanied your success so far.
Understanding Your Individual Journey
Every financial journey is unique, and we're ready to understand and elevate yours. Whether your preparing for retirement, making a career transition, or building a business, we have the expertise to support your specific situation and goals.
Leading in Greater NYC and Beyond
Most of our work is done virtually, meaning we can serve clients from anywhere in the country. If you're in the NYC metro area and prefer face-to-face meetings, we're conveniently located and happy to accommodate you.
Attracting the Forward-Thinking and Purposeful
Our clients tend to share a common mindset: they're forward-thinking, purpose-driven, impact-focused, and entrepreneurial. They value innovative approaches over conventional solutions and are excited about aligning their financial success with deeper life goals.
Promoting Collaboration and Creating Clarity
We know our clients want a collaborative partner with a deep technical background, who cares deeply about their hopes and dreams, helps them implement needed actions, and is available as life inevitably changes.
meet Jenna
Jenna VanLeeuwen, CFP
®
Founder of Aligning Wealth
CERTIFIED FINANCIAL PLANNER™ Professional
certified exit planning advisor
For more than a decade, Jenna has helped clients leverage their resources - time, energy, and money - to live in alignment with their goals, dreams, and values.
She creates coordinated financial strategies that help clients save on taxes, create their retirement income plan, optimize investments, and build their legacy.
1.
Consultation
Meeting
ready to schedule a consultation?
Our Three-Step Process
3.
Engagement
Proposal
2.
Partnership Fit
We'll enjoy a 45 minute call where we get to learn more about you and the retirement or next chapter you envision.
We'll ensure all your questions are answered and describe the way Aligning Wealth works with our clients.
If we agree we're a good fit, we'll share our service scope and associated cost, as well as the onboarding process to ensure a smooth transition.
