Broker Check

How We Work With You

How I Work With Clients

One-Hour Financial Review: $300

Find out exactly where you stand so you can make the best possible choices. This one-hour meeting, you'll sit down with me for a review of your current situation and walk away with actionable steps for growth and improvement.

 

One Year of Financial Planning: $1000 for initial plan, $100-$250 per month after that.

Together, we'll uncover your goals and values and build a comprehensive financial plan that covers retirement planning, education, cash flow, debt management, taxes insurance and investment management. Once we have a plan, you'll work with me for the rest of the year on in-depth financial coaching that aims to make that plan a reality. 

 

One-Time Financial Plan- $1,500-$3,500

This one-time plan engagement focused on a specific topic you want to address. You will walk away with an in-depth financial plan with recommendations and actionable next steps.

 

Investment Management: Percent of assets managed.

If you are looking for a professional to manage your investments, Aligned Wealth Strategies can help keep you on track toward your goals and aligned with your values. We charge a percentage of those assets ranging from .85%-1.3%*. Financial planning is typically included at no additional cost for households with $250,000 or more in investments under management.

 

*Additional trading and investment product fees may be charged in addition to this fee.

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