Financial Planning
Experience Financial Clarity: A Step-by-Step Guide
At Truly Aligned, our comprehensive financial planning process goes beyond conventional wealth management. We focus on aligning your financial decisions with your core values, empowering you to build a holistic financial plan that supports your deepest aspirations. Below, we outline the steps of our Financial Alignment™ process and the benefits you can expect from our approach.
Step 1: Begin with the Financial Alignment™ Experience
Our process starts with the Financial Alignment™ experience. Unlike traditional wealth management, where conversations typically center around investments, this approach delves into your personal values and goals. As dedicated wealth advisors, we guide you through reflective exercises to uncover the motivations behind your financial decisions.
By the end of this step, you’ll gain clarity about your core values and how they intersect with your financial decisions. This clarity provides a strong foundation for aligning your financial path with your life’s purpose.
Step 2: Comprehensive Gathering and Organizing of Financial Data
Once your values and financial alignment are established, we help gather and organize every aspect of your financial life into one cohesive plan. This includes, but is not limited to:
- Investment accounts (e.g., 401(k), IRAs)
- Insurance policies (e.g., life, disability, long-term care, homeowner’s, auto)
- Tax returns
- Estate planning documents
- Monthly cash flow analysis
- Employee benefits and stock options
- Social Security statements
- Business valuations
We assist you with each step, taking as much as possible off your plate. Having all your financial information organized in one place offers a complete overview of your financial situation, increasing awareness and confidence. This organization helps identify gaps, potential risks, and areas for growth, laying the groundwork for informed decision-making.
Step 3: Review and Implement a Personalized Financial Plan
Our team, which includes paraplanners, Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), estate planning attorneys, and insurance specialists, develops personalized recommendations and strategies. We seamlessly coordinate every aspect of your financial life, allowing you to focus on what truly matters—living a life aligned with your values and goals.
Our experts analyze your financial data and create a personalized financial website that consolidates all your information. This custom platform links all your accounts—investment, checking, mortgages, estate plans, and more—offering a clearer picture of your financial situation.
Based on your goals and values, our team provides step-by-step recommendations to help you achieve your objectives. We assess whether you are on track while working towards your goals, such as financial independence, or if adjustments are needed. For example:
If you aim to retire in 10 years, we evaluate whether you are on track. If not, we suggest necessary course corrections, such as investing surplus cash, changing retirement account allocations, setting up new retirement accounts, or increasing income.1
We make intangible concepts, like financial independence, tangible through visual analysis on your website, clearly showing what adjustments are needed to meet your goals.
This personalized plan offers clarity and awareness about what you need to do while working towards your goals. The step-by-step recommendations make your financial objectives feel attainable, with each action contributing to your broader aspirations. We take the stress off your plate and guide you in taking the first step.
Step 4: Accountability, Follow-Through, and Visualization
Creating a plan is only the beginning; the real transformation comes from implementation. We maintain regular follow-up meetings, send emails to confirm action items, and provide updates to ensure you’re making progress. Additionally, we handle the heavy lifting of action items to pursue your goals. Our ongoing accountability is similar to personal training for your finances—just as thinking about working out doesn’t make you fit, actively implementing your plan drives progress.
The ongoing support keeps you aligned with your goals and fosters a sense of partnership, motivating you to stay on track. Visualizing your progress through a personalized financial website makes your milestones tangible and your journey more engaging.
Step 5: Making Necessary Course Corrections
Life is unpredictable, and your financial plan must adapt to changes. Whether it’s a shift in priorities, a change in income, or an unexpected expense, we adjust your plan to ensure it stays aligned with your evolving circumstances. For example:
- If your salary increases, we update your plan to reflect higher retirement contributions, potentially shortening your timeline for financial independence from 10 years to 9 years.
- We review and update your plan every six months to ensure it remains relevant and effective.
This flexibility ensures that your financial plan can accommodate changes while keeping you on track. You’ll have confidence that your strategy evolves with your life, maintaining ongoing alignment with your values and goals.
Why Choose Truly Aligned for Your Financial Planning Needs?
Our approach differs from traditional wealth management, where discussions often revolve solely around investments. At Truly Aligned: A Wealth Management Firm, we put your values at the center of the conversation, offering truly comprehensive advice from our team of dedicated experts that encompasses every aspect of your financial life. Our goal is to build a cohesive financial roadmap that aligns your wealth with your life’s purpose, ensuring that each step is meaningful and contributes to a fulfilling life.
Ready to Align Your Wealth with Your Life?
If you’re ready to experience a financial planning process that’s holistic, empowering, and truly aligned with your values, we invite you to start with the Financial Alignment™ experience.
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!

Align Your Wealth with Your Goals