Aligned Advisors

Description

• Your Familys CFO Holding your accountant accountable, keeping your estate attorney attuned, ensuring your insurance broker is on board, and keeping your money manager on-the-money. Whether were talking about your relationship with each of your trusted professionals, or their relationship with each other, theres almost never perfect alignment. In fact, many call their advice broken simply because theyre not talking to each other. Aligned brings alignment, and deliverables, to the equation: 143 checkpoints to make sure your team is on-target for you. Aligned makes sure all decisions and implementations on your behalf remain in sync with your goals, whether that relates to free time, retirement, college funds, leisure activities or anything else. Its all about bringing accountability to the client-advisor relationship. Im enjoying building a tradition of challenging tradition in the financial services industry, says Aligned principal Jonathan Moffat. Speaking as a person whos worked on the inside, I know what we can do better. Yes, you can continue to use your current money manager, attorney, CPA and other professionals. Aligned holds them accountable for what they say theyre doing, and what they should be doing. Yes, you can act as your own money manager; Aligned will hold you to task as well!
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  Headquarters:888 Prospect Street Suite 200, La Jolla, California, United States

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  Phone Number: +1 858-225-8521

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  Website: https://www.alignedadvisors.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Aligned Advisors

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• |  NAICS Code: 541110  |

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