Comprehensive Financial Planning and Tax-Efficient Investment Management
for Retirees and Business Owners
SERVICES
You've had a meaningful and rewarding career, but you're ready to explore the next chapter.
You'd like to be able to retire or pivot with confidence.
That's where Aligning Wealth comes in.
We're a collaborative partner with a deep technical background.
In partnership with your hopes, dreams, and values, we provide individualized strategies that allow you to embrace your next chapter with confidence and clarity.
We Primarily Serve
• Near-Retirees and Retirees
• Career-Changers
• Entrepreneurs and Business Owners
We Help You
• Optimize Taxes
• Manage Investments and Risk
• Prepare for Liquidity Events and Exits
• Plan for Retirement
• Navigate Transitions
• Give Charitably and Consider Your Legacy
Your First Year with Aligning Wealth
OUR PROCESS
Get Organized
1 HOUR meeting
Let’s chat! This conversation helps us understand who you are, what you are concerned about, and what you dream of creating in your life.
Your Current Life
1.5 - 2 hour meeting
We will collaborate to create a detailed picture of your current life to understand your starting point.
Create Your Vision
1.5–2 hour meeting
Together, we will create your vision of your ideal life and determine your highest priorities going forward.
Next Steps
1.5–2 hour meeting
This is where all of our work comes together. At this stage, we’ll craft a customized financial plan that's anchored by your goals and vision. Then, we’ll list action steps that will help you achieve each goal and create quick wins.
And Beyond
We’ll meet two to four times a year to help you continue taking action on your financial plan. We also are also available to answer any questions you may have along the way. In future years, we’ll regularly review and modify your financial plan for the inevitable changes.
Our Planning Process Starts With You
We are your financial guide, but you are the expert in your own life. We respect your voice in the process and make every effort to create an encouraging space to discuss your ideas and concerns. Let’s begin your journey toward financial alignment with a complimentary consult.
