Comprehensive Financial Planning

Clarity, Strategy, and Results—Without the Guesswork

At Truly Aligned Wealth Management, we offer a comprehensive financial planning process that helps you stop guessing and start building—on purpose. Every plan starts with your values. Every decision supports your goals. And every action gets you closer to the life you actually want.

Welcome to Financial Alignment™ . Here’s how it works.

 

The Real Work: What Happens Behind the Scenes (And Why it Matters) 

When most people think of financial advisors, they imagine a few meetings and some spreadsheets. At Truly Aligned, the work you see is only a fraction of what’s happening behind the scenes.

Behind every clear, confident decision you make is a powerful team of professionals deeply engaged in your financial life.

• Our CFP®-led planning team works collaboratively across each area of your finances to build a strategy that’s cohesive and forward-thinking.
• Our paraplanner inputs and organizes every detail of your finances—investments, income, taxes, insurance, equity, estate data and more—into an integrated planning system.
• Our tax and investment team run complex scenario modeling, optimize your equity strategy, and identify opportunities to reduce taxes and increase long-term wealth.
• Our practice coordinator keeps the entire process moving—managing document collection, tracking progress, and helping you implement each step.

You don’t need to know how it all works. You just need to know it’s done with care, rigor, and precision. As fiduciaries, we’re committed—legally and ethically—to acting in your best interest, every step of the way.

 

What You Receive 

You don’t just get generic advice— you get a resilient, forward-looking strategy that evolves with you.

Here’s what’s included: 

• A fully integrated financial strategy, personalized to your lifestyle, values, and goals—not a pre-built template
• In-depth, scenario-tested projections, so you can see what’s possible and plan for it—whether that’s early retirement, equity liquidation, or a future business exit
• Tax-efficient wealth-building strategies, modeled to reduce drag and increase long-term returns across income, investments, equity, and estate
• Clarity through visuals and benchmarks, so you understand exactly where you stand and what actions will move you forward
• A clear, prioritized action plan—so you know what to do, in what order, and how to implement it without getting overwhelmed
• Ongoing partnership and accountability, with proactive guidance and plan updates as life evolves

The simplicity you experience is built on hours of deep analysis, team collaboration, and thoughtful planning. That’s the Truly Aligned difference.

Real Clients. Real Results.

How You Pay

Our flat-fee financial planning starts at $3,600. This includes your full strategy, scenario analysis, and action plan. If we manage your investments and you meet a minimum threshold, your financial plan is included in your asset management fee.

We offer flexibility because your life—and your financial journey—isn’t one-size-fits-all. Whether you’re still building wealth, have most of your net worth tied up in company equity, or are growing a business, we meet you where you are.

Your Planning Journey

Our four-step planning process typically takes about 8 weeks, depending on how quickly documents are provided and meetings are scheduled.

Step 1: Financial Alignment™ Experience

This is where it begins—by defining what success means to you.

You’ll clarify what truly matters: the life you’re building, the values you want to honor, and how you want your wealth to serve you. We gather some data in advance, but the heart of this meeting is about purpose.

You walk away with a clear vision of what you’re working toward—and a sense of calm, knowing your strategy will be built to support it.

Step 2: Goals & Expectations

With your vision defined, it’s time to get tactical.

You’ll upload your financial documents—such as tax returns, investment statements, equity compensation details, insurance policies, and more. From there, we consolidate everything into one clear, coherent view of your financial life.

This isn’t just a surface-level snapshot. It’s a full audit of where you stand today—so we can identify opportunities, risks, and misalignment.

We’ll ask thoughtful questions, clarify any missing details, and sometimes have honest conversations about what’s realistic. This step is about building a clear, accurate foundation—so your plan is grounded in facts, not assumptions.

No decisions are made yet. We’re setting the stage for a strategy that truly reflects your life—and supports where you want to go.

Step 3: Strategy & Implementation

This is where your plan comes to life.

At this stage, you’ll step into the personalized strategy we’ve carefully modeled around your goals. You’ll see exactly what’s possible, explore tradeoffs, and understand which actions move you forward—whether you’re planning to retire early, sell equity, expand your business, or simply feel more in control of your future.

We stress-test your plan for resilience across market shifts, life transitions, and unexpected curveballs so you can move forward with clarity and confidence.

You receive:

• A clear view of your financial path, backed by data and shaped by your values
• A set of prioritized next steps, so you know what to do and in what order
• Smart, integrated recommendations across taxes, investments, insurance, estate planning, and more
• The clarity to stop second-guessing and start making decisions with confidence

This isn’t just advice. It’s a decision-making system built around you and designed to create momentum and keep you aligned at every stage.

Step 4: Investment Planning

Once your strategy is built, your investments are aligned to support it—not the other way around.

You’ll receive personalized recommendations that connect your portfolio to your bigger picture. From Roth conversions and tax-efficient rebalancing to diversifying concentrated stock and exploring alternative investments, every move is made with intention.

Your investments become a tool to build the life you want—never a distraction from it.

 

Ongoing Support: What Happens After the Plan

Life changes and evolves—and your plan should too.

Here’s what you can count on:

• Implementation Support – We handle paperwork, applications, and coordination so you can focus on living your life
• 3–6 Month Check-Ins – We make sure your strategy is being implemented and course-correct as needed
• Annual Strategy Refresh – Your goals evolve, and we keep your plan current, relevant, and in alignment with your life

This isn’t a one-time project. It’s a long-term partnership.

Why This Matters

If you’re earning a high income, building equity in a company, growing a business, or juggling competing financial goals—it’s not enough to just “have a plan.” You need a strategy that actually works under pressure, adapts to your life, and proves what’s possible.

We work with:

• Professionals and couples managing multiple financial priorities—career, family, real estate, and retirement
• Tech employees and equity holders navigating complex compensation and concentrated stock positions 
• Founders and entrepreneurs preparing to scale, sell, or restructure their business
• Individuals who want more than surface-level advice—they want an depth, precision and strategy

Most advisors offer guidance that’s too shallow or too narrow. We go deep—modeling real-life scenarios, anticipating risks, and translating complexity into clarity.

You get a plan that’s built on substance—not guesswork. Backed by a high-touch team. Designed to grow with you.

At Truly Aligned, your financial plan isn’t something we hand you and walk away. It’s something we build together—and continue refining as your life evolves. We’re your strategic partner, your planning team, and your behind-the-scenes powerhouse—helping you stay focused, informed, and in
alignment every step of the way.

This is for people who don’t want to leave opportunity on the table. It’s for people who want their wealth working in service of something greater.

That’s why it matters. And that’s why we do it differently.

Start with a Complimentary Consultation

If you’re juggling big goals, complex finances, or just want clarity on what’s next, let’s talk.

A 20-minute consultation call gives you a chance to share what’s going on in your world—and see if our approach is the right fit to support it. If it is, we’ll walk you through exactly what happens next. 

Schedule Your Consultation Call

Because the best time to get aligned is before life gets more complicated.