Contact
Start with a Conversation
Tell us a little about your family and what's on your mind. We'll set up a first meeting at a time that suits you.
What Happens Next
- 1
First Conversation
About an hour, in person or by video. We listen, answer your questions and explain how we work and what we charge.
- 2
Your Full Picture
If it's a fit, we gather your statements, corporate financials and estate documents and build a net-worth snapshot.
- 3
Your Plan
Within a few weeks you receive a written plan and proposal. You decide, with no obligation.
Already a Client?
View your accounts and documents in the Aligned client portal.