Are you a woman in leadership with RSUs?
We help women leaders make smart and confident decisions around their RSUs and stock-based compensation so they can avoid surprise tax bills, simplify their finances, and build a work-optional life without added stress.
Hazel’s Message
“Life often throws us curveballs…but with the right guidance and support, you can catch it and turn it into an opportunity for growth and empowerment.”
Who We Help
At Align Financial Solutions, we specialize in helping accomplished, values-driven women organize, optimize, and grow their wealth—so they can confidently live life on their terms. Whether you’re climbing the corporate ladder, managing it all solo, or navigating a major life shift, we’re here to support your next chapter.
Women In Pharma
We help women in the pharmaceutical industry who want the freedom to retire on their terms, optimize their stock compensation, and make smart financial decisions that keep them on track for their goals. Whether that means taking a break or giving back to causes they care about, we love supporting their journey every step of the way.
Independent Women
Whether you’re single, divorced, or simply the primary decision-maker in your household, you’re used to handling things on your own. But when it comes to money, you’re ready for a trusted partner who gets your goals and values. We help independent women like you feel confident and supported in designing a financial life that reflects what you want.
Women in Transition
Life changes—planned or unexpected—can create uncertainty, especially around finances. Whether you’re navigating divorce, a career shift, new motherhood, empty nesting, or planning for retirement, we help you get clear, stay grounded, and take action. Your next chapter deserves a financial plan that supports where you’re going, not just where you’ve been.
Why Align Financial Solutions?
Independence
As an independent financial advisor, we have no sales quotas or institutional ties, allowing us to prioritize what truly fits our clients’ needs.
Fiduciary
We are bound by fiduciary duty in our advisory role. Therefore, we prioritize your interests above all else.
Transparency
We value transparent and honest communication with our clients as the key foundation of our partnership.
Clarity & Simplicity
We break down complex financial concepts into simple, actionable strategies so you make informed decisions.
How We Help
We provide all-inclusive wealth management, managing all aspects of our client’s financial life so they can focus on what matters most.
Retirement Planning & Projections
Investment Analysis & Management
Company Stock Comp Planning
Tax Planning & Annual Review
Insurance Planning & Review
Charitable Giving & Planning
Our Mission
At Align Financial Solutions, we help women who have been too busy taking care of everything—career, family, and everyone else—to finally prioritize themselves. You deserve a partner who understands your dreams, goals, and financial needs.
We are your partner in wealth and freedom, helping you gain financial flexibility so you can work because you want to, not because you have to. Through strategic planning and personalized guidance, our financial advisor for women walks with you—one step at a time—asking great questions, understanding you as a person, and helping you create a financial path that aligns with the life you truly want.
It’s time to transform your professional success into lasting wealth.
What Clients Say About Us
Margaret R.
“…She was very detail oriented, always putting us first, answering all of our questions, no matter how small or complicated…She is personable but our comfort with her investment decisions always comes first...I would strongly recommend Hazel and her firm…“
This statement is a testimonial by a client of the financial professional as of 08/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sandra J.
“… We have a mutual understanding about my future!! She listens and advises in a direction that addresses my needs and personality!! Most of all, she is trustworthy. Leading me through this present financial uncertainty with confidence, demonstrating her knowledge and loyalty…“
This statement is a testimonial by a client of the financial professional as of 08/28/2023. The client has not been paid or received any other compensation for making their statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sanaz H.
“Can’t say enough about working with Hazel. She has greatly helped us plan for the future to achieve our retirement goals! We appreciate her sound advice and how responsive she is to our needs.”
This statement is a testimonial by a client of the financial professional as of 03/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.