Boulder-Based Wealth Advisors Shares Framework for Financial Alignment
Boulder, CO | April 15, 2025 – Truly Aligned Wealth Management is excited to announce that its founders will be speaking at Boulder Startup Week 2025 in a dynamic session titled “How to Not Go Broke Building a 7-Figure Business (Hint: It’s Time to Think Bigger).” The event will take place on Wednesday, May 15, 2025, in Boulder, Colorado, and is designed for founders who are ready to take a more expansive view of their wealth—both inside and outside of their business.
This interactive presentation, co-led by Truly Aligned Wealth Management and Green Century Mutual Funds, invites founders to step back and examine a question too often overlooked: Are you building a business—or a life of freedom and choice?
Reframing What It Means to Grow
Many successful founders continue to reinvest everything back into their business—even when their company becomes profitable. But as the session explores, that default habit might be limiting their future potential. Statistically, nearly 80% of a business owner’s net worth is tied up in their company, leaving them financially exposed and personally restricted.
The presentation guides attendees through a strategic and values-driven framework for building wealth intentionally, investing with purpose, and designing a personal financial strategy that takes care of their family and amplifies their vision.
“When nearly 80% of your net worth is tied up in your business, you don’t really have a personal financial plan—you have a company with momentum and a lot riding on it,” says Max Clifford, CEPA, founder of Truly Aligned. “This session is about helping entrepreneurs define what they actually want and align their wealth accordingly—so they can grow with clarity, confidence, and options.”
Session Details:
Event: Boulder Startup Week
Session Title: How to Not Go Broke Building a 7-Figure Business (Hint: It’s Time to Think Bigger)
Date: Wednesday, May 15, 2025
Location: Boulder Library
Time: 1pm MT
Attendees will receive a practical goal-setting worksheet, hear real-world case studies, and walk away with tangible strategies for financial growth that don’t compete with their business—but complement it.
About the Speakers
Truly Aligned Wealth Management is an independent advisory firm based in Boulder, Colorado, helping founders and professionals grow wealth that reflects their values and supports their lives beyond business. Their proprietary Financial Alignment™ framework blends values-based planning, strategic investing, and tax-aware decisions to create freedom, confidence, and clarity in every phase of a client’s life.
Green Century Mutual Funds offers fossil fuel–free, environmentally responsible investment options for investors who want to grow their money and make a positive impact. With decades of experience in sustainability and shareholder advocacy, they help investors support a just economy and a healthier planet—without sacrificing performance.
Together, these two firms offer a bold, forward-thinking lens on what it means to build wealth that’s not only successful—but sustainable, personal, and truly aligned.
Media Inquiries and Booking
Erin Clifford, Truly Aligned Wealth Management
Email: erin@trulyalignedinc.com
Truly Aligned is available for interviews, speaking engagements, and professional commentary on founder wealth strategies, values-based investing, and financial alignment for entrepreneurs.
For more information, visit www.trulyalignedinc.com