Align Financial Planning
Financial Advising
Why pick this one
Align Financial Planning provides fee-only fiduciary planning, investment management, and business planning, with in-person meetings in Southern Pines or Fayetteville, North Carolina.
Best for
- Professional women seeking values-based financial planning
- Military families navigating unique benefits and financial changes
- Business owners coordinating personal and business finances
- Families seeking quarterly financial planning support
- Clients seeking investment management without commissions or product sales
Look elsewhere if
- Significant debt or debt-consolidation services are the primary need
- The primary goal is raising a credit score
- The client is seeking fast money
- The client is unwilling to have all aspects of their financial life examined
Specialties
- comprehensive financial planning
- investment management
- business financial planning
- military-family financial planning
- legacy planning
What makes them different
- Fee-only, commission-free fiduciary guidance
- Over a decade of financial planning and investment management experience
- Fully customized financial plans rather than templated plans
- Quarterly check-ins and ongoing plan adjustments
- Special pricing available for active-duty military families
- Serves
- Southern Pines, Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- 701 Hay St, Fayetteville, NC 28301
- Phone
- +19103393006
- Website
- http://www.alignfinancialplanning.com/
Services
- financial planning
- investment management
- business planning