Schedule a Strategy Session
During this complimentary conversation we look at where you are today, where you want to go, and the key retirement decisions standing between the two.
OUR PROCESS
Your Retirement Alignment System™ Starts Here
See how AlignPoint coordinates your retirement income, taxes, investments, Social Security, Medicare, and estate plan.
Schedule a Strategy SessionComplimentary · 45 minutes · Secure video meeting
A CLIENT PERSPECTIVE
“Nestor and his team have changed my life. I hadn’t heard much from my advisor over many months. Was Nestor’s view of financial planning and wealth management different from what I had previously experienced? One official meeting after that thought gave me my answer. Absolutely.”
Steve R. · Client since 2024
Wealthtender Certified Advisor Review™. The reviewer received no compensation. There are no material conflicts of interest. Client reviews may not represent the experience of all clients and are not a guarantee of future performance or success.
GETTING STARTED
A clear path forward
You will have the information you need to make an informed decision without being pressured to decide during the first meeting.
See Your Personalized Proposal
If there appears to be a mutual fit, we’ll meet one or two more times to show you where we believe we can help and what working together would involve.
Begin The Retirement Alignment System™
Once you become a client, we bring the different parts of your financial life together and keep your retirement plan aligned as your life, markets, and tax laws change.
ClarifyCoordinateAdjust
STEP #1
Schedule Your Complimentary Strategy Session
Answer a few short questions so we can make the best use of our time together.
COMMON QUESTIONS
What to know before we meet
What happens during the Strategy Session?
We’ll spend about 45 minutes learning about your situation, the retirement decisions ahead, and what you would like help coordinating. We’ll also determine whether AlignPoint appears to be the right fit.
Do I need to prepare anything?
No formal preparation is required. It is helpful to have a general sense of your investment balances, retirement timing, expected spending, income sources, and the biggest questions on your mind.
Who is AlignPoint designed to serve?
AlignPoint primarily works with successful savers who are approaching or recently entering retirement. Best-fit clients generally have $1.5 million or more in liquid investment assets and want ongoing help coordinating the major parts of retirement.
How are your fees structured?
Ongoing retirement planning and investment management are provided for a flat quarterly fee. The fee is $2,575 per quarter for an individual household and $3,075 per quarter for a couple. There is no long-term contract.
Where are investments held?
Client accounts are held in the client’s name at Charles Schwab. AlignPoint provides the planning and investment management while Schwab serves as the independent custodian.
Do you offer one-time financial plans?
AlignPoint is designed for people who want an ongoing advisory relationship. Retirement decisions change over time, so our work continues beyond the creation of an initial plan.