Financial Planning

Aligning your financial future with financial planning today.

At Aligned Dental Advisors, I am dedicated to helping you achieve your financial goals and plan for your future. I am here to provide comprehensive and personalized financial planning services. My personalized planning services include:  

Aligned Wealth Mgmt

  • Student loan repayment strategies
  • Investment management
  • Retirement planning
  • Education planning
  • Tax optimization
  • Risk management planning
  • Debt management
  • Cash flow management
  • Emergency fund planning
  • Estate planning

With my financial planning process, I will meet with you throughout the year to review, discuss, and implement adjustments to your financial plan. My step-by-step process and ongoing reviews provide my client's clarity on where they are today, and what steps to take to get to where they want to be tomorrow. 

Our step-by-step process

Step 1: Develop your financial goals and objectives

Step 2: Gather and clarify your information

Step 3: Create your initial financial plan

Step 4: Present your initial financial plan to you

Step 5: Discuss and implement your initial financial plan

Step 6: Periodically meet to review, discuss, and implement adjustments to your financial plan

Contact me to discuss how I can align your financial future with comprehensive financial planning today!