Your Family’s 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 we’re talking about your relationship with each of your trusted professionals, or their relationship with each other, there’s almost never coordination and alignment between all of your advisors. In fact, many call their advice ‘broken’ simply because they’re not talking to each other.
Aligned Advisors brings alignment, and a long list of client and advisor deliverables, to make sure your team is on-target for you. Aligned Advisors 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. It’s all about bringing accountability to the client-advisor relationship. “I’m enjoying building a tradition of challenging tradition in the financial services industry,” says Aligned principal Jonathan Moffat. “Speaking as a person who’s 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 Advisors holds them accountable for what they say they’re doing, and what they should be doing. Yes, you can act as your own money manager; Aligned Advisors will monitor your goal progress and be your accountability coach as well!
Company Details
- Employees
- 12
- Founded
- -
- Address
- 1696 Ord Way, Oceanside,california 92056,united States
- Phone
- +1 858 752 7179
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- alignedadvisors.com
- Keywords
- financial quarterbacking, acting as a family's CFO, overseeing accounting, overseeing tax planning, overseeing retirement planning, overseeing financial planning, overseeing money managing.
- HQ
- Oceanside, California
Aligned Advisors Questions
Aligned Advisors's helpline number is +1 858 752 7179
Aligned Advisors's website is alignedadvisors.com
Aligned Advisors's LinkedIn profile is https://www.linkedin.com/company/aligned-advisors
Aligned Advisors has
12 employees.
View email and phone details for 12
employees at Aligned Advisors.
Aligned Advisors's industry is
Financial Services
Aligned Advisors's top competitors are
Dso Cfo,
Capital4healthcare, Llc,
Cloud Dentistry,
Julia D. Ryaboy, Cpa, Pc,
Espire Dental,
Aspen Dental,
Dealhub360,
Dentsply Sirona,
Health Practice Services Group,
Women In Dso®.
Aligned Advisors's categories are Financial Services
Aligned Advisors's founding year is 2012
