Start here. You’re in the right place.

At CoreAlign, 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.

We understand that inviting someone into your money world sometimes can feel overwhelming. We have developed a straightforward 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 on your finances and near-term steps to move you towards the life you want. At $500, this Kickstart is a significant value.

 Here's how it works:

  1. After scheduling your Kickstart, you'll receive a questionnaire and worksheet via email. This prework typically takes an hour or two, and we ask that you return it 48 hours before our meeting. (We are here to help if you have any questions!)

  2. Next, we review everything you’ve provided and follow up with any clarifying questions. This helps us to understand your situation and identify focus areas and opportunities.

  3. Finally, we 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. Although we cover a lot in this meeting (1.5-2 hours), we work to ensure it 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 services, which are provided as part of our comprehensive planning services through Core Planning (see below).

Next Steps

Are you ready for additional support? We provide both project-based and ongoing comprehensive financial planning and implementation support through Core Planning.

Many clients seek our help when navigating a transition (combining households, embarking on a career change, starting a family). This is our specialty and a meaningful part of our calling.

Beyond resolution of any immediate goals and concerns, 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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