Investment Management

Investment Philosophy

At Alignment Financial Planning, LLC, our approach to investing starts with Education. We believe education is the most important step in investing because no one should be making an investment decision that they don’t fully understand.

We then work with each client to implement their investment plan using our custom-built, low-cost ETF based models and Allocations. We use a no-frills approach to building portfolios for our clients. We simply follow the math/statistics of the stock market which leads us to the lowest cost investments products, with the most diversification, in the correct industries and market segments for growth.

Even with the correct portfolio in hand, no investment is complete without discipline. “Time in” the market will always be better than “timing” the market. At Alignment Financial Planning, LLC, we work with each client to make sure they stick with their investment strategy to hit their long term goals.