Meet Truly Aligned: Your Partners in Financial Alignment
At Truly Aligned, we go beyond traditional financial services to offer personalized, concierge-level wealth alignment. Our goal is simple: to help you align your wealth with your life’s purpose, ensuring clarity, confidence, and lasting impact.
Co-founders Erin and Max are passionate wealth advisors who believe in a wholistic approach to wealth management. With a client-centric philosophy, they go beyond the numbers to help individuals and families align their financial strategies with their most cherished values and life goals.
Our process is designed to empower you with clarity and confidence. We help you see the bigger picture—aligning your financial decisions with your personal values and aspirations—so you can take meaningful steps toward a life that is rich in both purpose and fulfillment. Our approach goes beyond managing wealth; it’s about aligning it with what truly matters to you.
Our Core Values
The Truly Aligned Compass
Our values framework is built around the idea of a compass that always points toward alignment—whether it’s aligning wealth with life goals, personal values, or market opportunities.
True North: Alignment
Live authentically, create balance, and have fulfillment.
East: Joy
Bring positivity, laughter, and joy to the journey.
South: Wholistic
Integrate diverse perspectives to create a comprehensive strategy.
West: Relationships
Create a collaborative space for growth and reaching full potential.
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Max Clifford, CEPA
Wealth Advisor & Co-Founder
conAt the heart of my approach is truly listening—understanding not just your financial situation, but the deeper values and life goals that drive you. My role goes beyond managing wealth; it’s about partnering with you to align your wealth journey with your life journey.
Financial decisions can often feel overwhelming, especially in the face of complexity. That’s why I’ve developed a wholistic process designed to help you see the bigger picture. Together, we’ll turn uncertainty into clarity, empowering you to make confident, informed decisions that align with your vision for the future.
I find fulfillment in offering you more than just financial independence. Through our partnership, you’ll build a legacy that goes beyond wealth—it’s about leaving a lasting impact, creating a better future for your family, and contributing to a better world. Our journey together isn’t just about numbers; it’s about purpose, fulfillment, and living fully aligned with what matters most to you.
Erin Clifford
Wealth Advisor & Co-Founder
I’m passionate about partnering with driven professionals—tech innovators, software engineers, small business owners, and ambitious women—who are striving to make a meaningful impact in the world. My mission is to show you that financial decisions can be empowering and transformative, giving you the clarity and confidence to live a life aligned with your highest aspirations.
I understand that navigating complex financial decisions can feel overwhelming. That’s why we developed a process designed to help you see the bigger picture, offering you not just clarity, but a clear, actionable path forward. With this wholistic understanding, your next steps become not only achievable but also deeply meaningful, aligned with the life you want to lead.
What I love most about my work is watching my clients step into their full potential. Seeing them live their ideal lives fuels my passion and dedication every day. Together, we’ll simplify the complexities of wealth management, providing you with the confidence and freedom to focus on what truly matters—whether that’s your family, your career, or your purpose-driven goals.
Jena Barnaal
Operations Manager & Paraplanner
I take pride in providing exceptional support and ensuring the smooth functioning of our practice. With a passion for organization and a keen eye for detail, I strive to optimize efficiency and create a seamless client experience.
From scheduling appointments and managing calendars to addressing inquiries promptly, I am committed to ensuring our clients feel valued and well taken care of throughout their financial journey.
A well-functioning team is the heart of any successful enterprise. I work closely with Max and Erin and the rest of our team to ensure a collaborative and supportive work environment. Together, we are dedicated to persueing our clients’ financial goals and exceeding your expectations.
Jim Worden, CFA®, CMT®, CAIA
Chief Investment Officer
With over 22 years of investment experience, Jim is a seasoned advisor with expertise in building fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He oversees the portfolio management, analysis, and due diligence for our clients, ensuring that each strategy aligns with their goals. He has developed models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.
Jim enjoys nature, reading, hiking, and spending time with his family and dogs by the lake, river, or beach.
Caitlin Allard, CFP®, EA
Director of Financial Planning
Caitlin collaborates closely with the team to model and create projections of personalized financial strategies for our clients. She has a special expertise in tax planning, retirement planning and cash flow analysis for high-net-worth clients. Within our team, she makes sure each strategy aligns with our clients’ goals and values.
Outside of the office, Caitlin enjoys running, sports and is involved in two local non-profit organizations.
Jason Lin
Director of Trading & Research
Jason conducts comprehensive analyses of investment portfolios, ensuring that our clients’ strategies are aligned with their financial goals. Part of the Investment Strategy Committee, they place an emphasis on appropriate asset allocation, employing modern portfolio theory (MPT) to manage risk within our core portfolios.1 MPT is a widely used framework among many institutional managers for endowments, pension funds, and other esteemed investors.
Outside of work, Jason prioritizes his family, friends, and keeping up with Los Angeles sports teams.
1Asset allocation does not ensure a profit or protect against a loss.
Erika Ferris, CFP®
Director of Retirement Plans & Financial Planning
Erika assists the team with qualified retirement plan design, recordkeeping and plan consulting for employers. She recognizes these plans as a crucial element of an employee’s long term financial success and a business owner’s holistic financial plan.
Raised on her family’s ranch in Montana, Erika stays deeply connected to her roots, spending most of her time outdoors with her daughter embracing all the activities that their “backyard” has to offer.
Stephen Hollatz, CLTC
Advanced Insurance Consultant
With over 26 years of experience in the financial services industry, Stephen specializes in advanced planning strategies that help you preserve and manage your wealth. His expertise covers a wide range of services, including business planning, estate and wealth structuring, and planned giving solutions. He works with Truly Aligned clients to implement the insurance strategies that align with their long-term financial goals, providing security and clarity for their financial future.
In his free time, Stephen enjoys anything outdoors and coaching his kid’s fastpitch and baseball squads.
What Our Clients Say
Discover Your Wealth Archetype
Did you know there are 8 Wealth Archetypes. Which one are you?
Your path to Financial Alignment begins with knowing your Wealth Archetype.
Take our 5-minute quiz to unlock your Wealth Archetype and start your journey to Financial Alignment!
Seeking clarity & direction?
We’re here to help you align your wealth with your life’s vision. Let’s discuss how we can empower your financial journey and create lasting impact together.
