becoming a client of Align Financial

Becoming a Client

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At Align Financial we are dedicated to helping mostly women and a few awesome men take control of their finances with confidence and pride. Our typical client is usually within a few years of a transition like divorce, retirement, or widowhood.

If you are the financial decision maker in your life, with a minimum of $500,000 to invest in your retirement, and are looking for a professional partner to help you align your money with the rest of your life, then we welcome the chance to discuss how we can work together for your success.

The Alignment Process at Align Financial

We serve you by understanding you. Through our extensive experience and expertise, we’ve developed a customized approach to wealth and investment management, the “Alignment Process”.

DOWNLOAD PROCESS GUIDE