Meet Aligning Wealth
ABOUT
We Help Our Clients Create Fulfilling Lives
We love working with mission-driven people who put their values first. They're ready to write their next chapter and see their wealth as a foundation for building their ideal future.
Our research-backed comprehensive financial planning process helps align your resources with what matters most in this new phase of life.
Whether you're considering retirement, launching a passion project, or making a meaningful career pivot, the possibilities are yours to imagine. Let us help you design and navigate the transition with confidence.
The Aligning Wealth Difference
What Sets Us Apart
Fee-Only, Fiduciary Partners
No funny business here! We are legally required to be fiduciaries and to place our clients’ interests first. Legality aside, it’s the right thing to do. As a fee-only firm, we are only compensated by our clients, and we like to keep it that way.
We Understand Tax Planning
We understand the complexities of transitioning into your next chapter. Guided by your vision, we help you navigate tax-efficient strategies and identify key opportunities. Let us handle the intricacies of tax planning so you can focus on what matters most - designing your ideal future.
Emotionally Intelligent
Financial Planning
We're whizzes at financial analysis, but we also know the best financial plans are
centered around your values, hopes, dreams, and aspirations. We’ll focus on your unique desires and vision as much as your numbers and data.
Values-Driven Investing
Investing goes beyond simply putting money into the stock market. We will discuss what it looks like to invest in all areas of life: your career, your community, and your family. We also offer socially responsible investing options.
Trusted Team
of Finance Experts
Not only will you get access to our amazing internal team, we’ll also connect you with pre-screened professionals like accountants, lawyers, and insurance agents that are experts in their fields -- and good at taking care of you, too.
Available Virtually Around the Country & Local to NYC
Most of our work is done virtually, meaning we are able to work with entrepreneurs nationwide. If you’d rather meet in person in NYC at a location close to you, that works for us!
Meet the Founder of Aligning Wealth
Jenna VanLeeuwen, CFP
®
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Exit Planning ADVISOR
As my MeeMaw says, my family knows how to squeeze a penny until it breaks. However, as an adult, I’ve learned that being good with money goes far beyond frugality.
Since then, I’ve learned true wealth is about using your resources -- money, time, energy -- to live with a sense of purpose and possibility. There’s a rare kind of magic in feeling like you have the skills and financial security to live according to your priorities. I want the same for you.
Whether it's pursuing your retirement dreams, pivoting to a meaningful encore career, or designing a more flexible lifestyle for your next chapter, we're here to help you make it happen.
Align Your Money with What Matters Most
We’d love to help you make that happen! Please check out our services below to learn more about our process and philosophy.
