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At CoreAlign, we support busy professionals who are tired of winging it with their money. We meet you where you are, helping you to get clarity on your finances and understand your options so that you can make informed decisions.

Understanding that inviting someone into your money world sometimes can feel overwhelming, we've developed a straightforward, low-commitment process to help you experience what it's like to work with us before deciding whether to move forward with a full planning relationship.

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How to Get Started

The Freedom Kickstart

Each of our clients begins with the Freedom Kickstart, which gives you clarity and insight on your finances and near-term steps to move you towards your goals. At $500, this Kickstart provides significant value.

 Here's how it works:

  1. After you schedule your Kickstart (at the below link), you'll receive a questionnaire and financial worksheet via email. This prework can take an hour or two to complete, and we ask that you return it 48 hours prior to our meeting. (We are here to help if you have any questions!)

  2. Next, we’ll dive in on our side to review everything you’ve provided and follow up with any clarifying questions. This helps us to understand your situation, build your financial assessment, and identify focus areas and opportunities.

  3. Finally, we'll meet together for a hands-on session to review your financial assessment, fully explore your aspirations and concerns, and map out your near-term steps. Because we cover a lot in this meeting, it typically takes 1.5-2 hours, although we strive to ensure the meeting is engaging and not overwhelming! You'll leave the Freedom Kickstart with greater clarity on your finances and actionable steps that move you closer to your best life.

Please note that the Freedom Kickstart does not include specific investment advice or investment services, which are provided as part of our comprehensive planning services through Core Planning (see below).

Next Steps

Ready for additional support navigating all things financial? We provide comprehensive financial planning and implementation support through Core Planning.

With a life design focus and a project management approach, many clients seek our help when facing an imminent transition. This is our specialty and a meaningful part of our calling.

Beyond resolution of any immediate concerns you’re facing, our ongoing planning and support includes:

Goal Discovery / Financial Independence (FI) Planning & Implementation Support / Risk Evaluation & Planning / Education & Large Expense Planning / Estate Plan Review / Tax Planning / Investment Advice & (optional) Investment Management

When we work together, we become part of your team, helping you navigate life’s transitions and interfacing with other professionals as needed.

[Please Note: We are fee-only. We do not sell any products and do not accept payment from third party sources. Our guidance is always unbiased and solely focused on your best interests.]

Still Have Questions? Let’s Chat!

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