FEE-ONLY FINANCIAL PLANNING FOR DISNEY EMPLOYEES & CAST MEMBERS
Turn your Disney career into lasting wealth and freedom.
You’ve given your best to the magic. Now it’s time to make your Disney benefits—your 401(k) match, pension, and RSU grants—work just as hard for you, so you can create a work-optional life on your terms.
You’ve spent years leading teams and earning equity. Your money deserves that same level of leadership.
Proud to partner with women in successful companies like yours
Keep more of what you earn with smarter tax strategies.
As a Disney professional, between the 401(k), the pension, equity awards, and everything inside Net Benefits, it’s easy to pay more tax than you need to. It’s frustrating—until you realize there is a better way.
Are you paying more in taxes than you need to?
Without proactive tax planning, you may be leaving money on the table through surprise tax bills, unnecessary overpayments, or the constant doubt of whether you’re making the right moves with your money.
At Align, we help you:
- Understand the tax implications of your financial decisions before you make them,
- Implement strategies to minimize your tax burden, and
- Turn tax savings into long-term wealth and freedom.
Whether you’re in your peak earning years, facing major investment choices, or planning what’s next, we’ll help you build your wealth smarter for the life you want.
Give every RSU grant a purpose.
Disney stock awards vest on schedule whether or not you have a plan for them. Without one, they quietly pile up as concentrated stock — and surprise tax bills. We help you decide, in advance, what each vest is for: your retirement date, your next chapter, your family. So your equity stops sitting idle and starts working harder for your future.
If you're a Disney professional with
At least $1M in investable assets
You have saved diligently, accumulating $1 million or more in investable assets—excluding real estate.
A desire for a financial partner
You appreciate expert guidance and a true partner in planning and decision-making.
A commitment to feeling good
You not only want to reach your financial goals—you also want to feel good about your financial future along the way.
...then we should talk.
Independent. Fiduciary. A partner who gets the weight you carry.
I’ve spent over a decade in financial planning, and I know the unique challenges female breadwinners face: confusing comp packages, burnout, and the pressure of being the one everyone depends on.
Like you, my clients are brilliant, driven, and earning more than ever. But when it comes to financial strategy, too many are left trying to figure it all out on their own.
I started Align to be the advisor I wish more women had access to:
- Someone who listens deeply and understands complexity
- Someone who goes beyond “just max out your 401(k)”
- Someone who helps you simplify, strategize, and feel good about your money
You deserve a partner who sees the full picture and helps you walk a path that’s uniquely yours.
TESTIMONIAL
Disclosure
The testimonial(s) presented were provided by actual clients of Align Financial Solutions, LLC. No compensation was provided for these testimonials. Testimonials were selected from among all client feedback received. Client experiences may vary, and there is no guarantee of future performance or success. To our knowledge, no conflicts of interest exist regarding these testimonials.
OUR 3-STEP PROCESS
Getting started is simple.
BOOK YOUR 15-MINUTE ALIGN CALL
A complimentary, no-pressure call that answers three things: how your DRSP (or grandfathered pension) fits your timeline, what your next RSU vest should fund, and whether you’re leaving 401(k) match on the table.
GET YOUR ONE-PAGE FINANCIAL PLAN
Together, we’ll create a clear one-page financial plan, personalized to your life goals and streamlined to help your money work smarter and more effectively.
We may love numbers, but what we love even more is making your life simpler and easier.
FEEL IN CONTROL OF YOUR FINANCIAL FUTURE
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.
Disney Benefits FAQ
Do you work with all Cast Members, or mainly senior leaders?
Mainly senior leaders. Our Disney clients are typically director-level and above — Cast Members leading teams, with years of RSU grants, pension benefits, and meaningful savings behind them. If that sounds like you, the first call is complimentary — a chance to see if we’re mutually a good fit.
What’s the difference between the Disney pension and the DRSP?
Most Cast Members today are covered by the DRSP (Disney Retirement Savings Plan) — a cash-balance plan Disney funds for you. The traditional pension is grandfathered: it applies to salaried Cast Members hired before 2012. Whatever you’ve earned, we model it against your actual retirement timeline so you know what it will pay and when. For background, start with our guide to Disney retirement benefits.
What should I do with my vested Disney RSUs?
It depends on your goals, your concentration in Disney stock, and your tax picture. We build a rules-based plan that decides in advance what each vest funds — so the decision is made once, not agonized over every quarter.
Align Financial Solutions, LLC and its employees are not affiliated with nor endorsed by The Walt Disney Company or its affiliates.
BLOGS
Work because you want to, not because you have to
Easy-to-understand financial and life insights for high-earning women
Know When Your Work Can Become Optional
Too many decision-making women are left to navigate complex wealth decisions with too little guidance and too much guesswork.
Without a strategy, it’s easy to miss opportunities, second-guess yourself, or get hit with unexpected tax bills. And the longer you wait, the harder it is to catch up.
You’ve worked too hard to feel uncertain. With the right plan and a trusted advisor by your side, your work-optional life can be within reach.
