THE TEAM

Nothing matters more than your goals. And nothing has a greater impact on your goals than the team working to achieve them. The Subject Matter Experts at Aligned are highly credentialed (CFP, CPA, JD, MBA, Certified Business Valuation) and free from any outside motivations. Their experience matches perfect with your unique planning needs and their commitment to your financial affairs results in the highest level of service.

Under a traditional financial service model, the client (you) is expected to coordinate the efforts of their various advisors and then oversee the implementation of the different plans or recommendations. Often the client is left to decide between competing strategies without the advice of experts in each respective field or discipline.

In the Aligned model, we start with the client’s (your) objectives and goals. We communicate them clearly to the team and then oversee the Subject Matter Experts as they complete tasks, compose plans and implement strategies.