Get Clear Guidance from a Trusted Partner Who Understands the Realities of Your Life
Thoughtful, personalized financial planning that accounts for how you think, feel, and live — not just the numbers on a spreadsheet.
Are We Aligned?
We’re here for women who want a trusted advisor,
not just an account manager.
We're probably a good fit for you if:
✔️ You want a meaningful long-term financial strategy
✔️ You’re serious about retirement and long-term planning
✔️ You want easy-to-understand advice in plain English
✔️ You want to partner with a specialist who helps women in leadership build intentional wealth
We may not be the right fit for you if:
❌ You’re looking for someone to “beat the market” quickly
❌ You believe more money is always the answer, no matter the tradeoffs
❌ You don’t care about understanding all the advice your financial advisor gives
❌ You want to DIY your financial strategy or want to work only with the financial advisor who comes along with your workplace retirement plan
If you check off at least 3 items in the left column and are ready to feel good about your money, schedule your Align Call today.
FOUNDER'S STORY
I Know What It Feels Like to Navigate Financial Complexity Alone.
I was raised by two fiercely independent women, my grandmother and my mom. They worked hard and managed money carefully, yet money was never a source of peace for them. It was a source of stress and anxiety.
That experience shaped everything about how I approach financial planning. I became a CFP® because I wanted to be the resource my family never had — someone who could translate the complexity of financial decisions into clear, actionable guidance that actually made people feel better about their money.
After a decade of working in the financial industry, I founded Align Financial Solutions to build the kind of firm I believe every hardworking woman and family deserves: one that is fiercely independent, deeply empathetic, and always, unequivocally, on your side.
My clients are brilliant, driven, and successful. They are high-earning professionals, tech leaders navigating equity compensation, and women planning for their next chapter. What they share is a desire for a trusted partner who will listen, simplify, and help them move forward with confidence.
That’s the work I was born to do. And I’d be honored to do it for you.
— Hazel Secco, CFP®, CDFA® Founder, Align Financial Solutions
Our Commitment to Excellence
Our credentials reflect our commitment to the highest standards of financial planning and client service.
The standard of excellence for financial planners
Hazel is a CERTIFIED FINANCIAL PLANNER™ professional, having met rigorous education, experience, and ethical standards. The CFP® designation represents a fiduciary commitment to always act in clients’ best interests. Only about 30% of advisors in the U.S. hold this certification, underscoring Hazel’s dedication to professional excellence.
Specialized Training in Divorce Financial Planning
As a Certified Divorce Financial Analyst®, Hazel helps clients and their attorneys understand how financial decisions during divorce impact long-term outcomes. This expertise ensures thoughtful, informed planning around asset division, tax implications, and future financial stability.
Empowering Independent, Fee-Only Advisors
Align Financial Solutions is proud to be a member of the XY Planning Network — a community of fee-only fiduciary advisors who are committed to providing transparent, advice-based financial planning. XYPN supports independent firms like ours with best-in-class compliance, technology, and continuing education resources, helping us focus on what matters most — serving our clients with integrity and care.
The Standard for Fee-Only Fiduciary Advice
As a NAPFA member, Hazel upholds the highest standard of fiduciary excellence. NAPFA members are required to provide comprehensive financial planning and receive no commissions or compensation from product sales. This membership underscores our firm’s full commitment to transparency, objectivity, and putting clients’ interests first in every recommendation.
Advancing the Profession and Lifelong Learning
Membership in the Financial Planning Association (FPA) reflects Hazel’s dedication to professional development and ethical leadership in the financial planning profession. Through the FPA, Hazel stays current on evolving industry trends, best practices, and continuing education to ensure clients benefit from the most up-to-date guidance available.
Verified Fee-Only Fiduciary Commitment
Hazel is recognized by the Fee-Only Network, a national directory of verified fee-only fiduciary financial advisors. This affiliation provides independent verification of our firm’s business model — that we are compensated only by our clients and free from any commissions or third-party incentives.
OUR VALUES
What We Believe
We believe financial planning should be empowering, not intimidating. We explain complex topics in plain language, ensuring you understand not just what to do, but why it matters. An informed client is a confident client.
We believe your life comes before your portfolio. A financial plan that doesn’t fit your life is useless. We start by listening to your goals, values, and concerns — and then build a strategy around them.
We believe money is emotional, and that’s okay. Financial decisions are rarely purely rational. We create a judgment-free space to explore your relationship with money and help you make decisions that align with both your head and your heart.
We believe in radical transparency. No hidden fees. No commissions. No conflicts of interest. You will always know exactly what you are paying and why. Our fee-only structure ensures our interests are always aligned with yours.
Featured In
Meet the Support Squad
This isn’t the traditional grid of headshots you’ll see from most financial firms. We build your support team around what you need, not a fixed org chart. Behind every financial decision is a life, a family, and a future that matters.
Chief Support and Tech Officer
A founding force behind Align Financial Solutions, he has supported my vision from day one, fully committed to our mission of empowering women to live their best lives. He’s also our go-to tech specialist.
Rob
CHIEF EMPOWERMENT & SPARKLE OFFICER
Our little burst of joy and inspiration, Elsa empowers our team and clients daily with her confidence and zest for life. Her boundless imagination reminds us to bring a little extra sparkle to everything we do.
Elsa (aka Victoria)
CHIEF RISK MANAGER & CHARM OFFICER
Soso keeps us on our toes—the ultimate push-and-pull girl! Just when we think we can relax, she shakes things up with her fearless, silly-goose energy. A little daredevil and Elsa (AKA Victoria)’s mini-me, she brings the perfect mix of charm, mischief, and joy to our financial advisor team. She’s our daily reminder to stay sharp, embrace the unexpected, and always keep a sense of humor!
Soso
CHIEF HAPPINESS OFFICER
BB takes his job seriously: Brightening everyone’s day with his irresistible fluff and boundless charm. Known for his pillowy presence, he brings a much-needed dose of calm and joy to the office.
BB
PODCAST
Honest, Approachable Financial Insights for Women
Tune in to Her Honest Money Talk where Hazel breaks down money topics with down-to-earth and unfiltered conversations.
Every episode gives you useful tips and empowering ideas to help you feel confident and in charge of your finances.
BLOGS
We’re here to provide helpful guidance in plain English for smart women like you.
With so many “experts” shouting different advice on social media, it’s tough to know what actually applies to your situation.
Explore insights created just for independent women, from an advisor focused on your success and happiness.
Ready to Work with a Partner Who's Always in Your Corner?
Don’t spend another night overwhelmed, googling your questions and asking ChatGPT things you’re too afraid to say out loud. I’ve been there. But there’s a better way.
Book your Align Call and start feeling confident about your financial future.