What We Do
We empower you to feel confident about your financial decisions.
We offer a vast range of services for our clients to optimize their financial future.
Tax Planning / Analysis
Divorce Financial Planning
Social Security Maximization
Align Financial Solutions and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.
Who We Serve
We are financial planners for women’s financial wellness.
Women after divorce
Women In Tech
Navigating Life Transitions
We can help you make your transition less painful.
Do you have a minimum account value you work with?
We are not a typical financial advisor. We help you build the financial life you want around your specific needs. Our options include a flat fee for financial planning, an hourly fee for specialized planning like divorce planning, an asset under management fee for investment management, as well as combinations of these options to create a customized engagement model. To learn more about our process, click here.
Hence, we do not have a minimum requirement for assets under management. To learn more, contact us.
What is your fee structure?
For a flat-fee financial plan, the cost starts at a minimum of $1,800. The exact price may vary based on the complexity of the plan.
Regarding portfolio management and investment strategy, the fee structure is determined by the total value of your household accounts and how the portfolios are structured. Our fee falls between 0.9% to 1.1%. It’s important to note that this fee structure is intricate as each portfolio is tailored to individual goals and timelines. Hence the fee structures are in variations from case to case.
Reach out to learn more.
What happens if you see us as not a good fit?
I’d be delighted to connect you with other qualified advisors who may align better with your specific needs. Please don’t hesitate to schedule an initial complimentary call to get acquainted with our firm and our approach. I strongly believe that certain relationships flourish when there’s a strong alignment in focus and values. Ensuring that we’re a good fit is not only important for you as a consumer but also vital for me to maintain a high level of passion, expertise, and relevance to your unique situation. Rest assured, I’ll always provide candid guidance on whether we’re the right fit for you. Your satisfaction and confidence are paramount.