Meet Aligning Wealth
ABOUT
We Help Our Clients Create Fulfilling Lives
We love working with mission-driven people who put their values first. They're ready to write their next chapter and see their wealth as a foundation for building their ideal future.
Our research-backed process integrates investment management with comprehensive financial planning: aligning your portfolio, tax strategy, and life goals so every dollar works with intention in this next chapter.
Whether you're considering retirement, launching a passion project, or making a meaningful career pivot, the possibilities are yours to imagine. Let us help you design and navigate the transition with confidence.
The Aligning Wealth Difference
What Sets Us Apart
Fee-Only, Fiduciary Partners
No funny business here! We are legally required to be fiduciaries and to place our clients’ interests first. Legality aside, it’s the right thing to do. As a fee-only firm, we are only compensated by our clients, and we like to keep it that way.
We Understand Tax Planning
We understand the complexities of transitioning into your next chapter. Guided by your vision, we help you navigate tax-efficient strategies and identify key opportunities. Let us handle the intricacies of tax planning and investment management so you can focus on what matters most: designing your ideal future.
Emotionally Intelligent
Financial Planning
We're whizzes at financial analysis, but we also know the best financial plans are
centered around your values, hopes, dreams, and aspirations. We’ll focus on your unique desires and vision as much as your numbers and data.
A Disciplined Approach to Investment Management
Investing goes beyond simply putting money into the stock market. We will discuss what it looks like to invest in all areas of life: your career, your community, and your family. We also offer socially responsible investing options.
Trusted Team
of Finance Experts
Not only will you get access to our amazing internal team, we’ll also connect you with pre-screened professionals like accountants, lawyers, and insurance agents that are experts in their fields -- and good at taking care of you, too.
Available Virtually Around the Country & Local to NYC
Most of our work is done virtually, meaning we are able to work with entrepreneurs nationwide. If you’d rather meet in person in NYC at a location close to you, that works for us!
Meet Jenna VanLeeuwen, Founder of Aligning Wealth
Jenna VanLeeuwen, CFP
®
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Exit Planning ADVISOR
As my MeeMaw says, my family knows how to squeeze a penny until it breaks. However, as an adult, I’ve learned that being good with money goes far beyond frugality.
Since then, I’ve learned true wealth is about using your resources -- money, time, energy -- to live with a sense of purpose and possibility. There’s a rare kind of magic in feeling like you have the skills and financial security to live according to your priorities. I want the same for you.
Whether it's pursuing your retirement dreams, pivoting to a meaningful encore career, or designing a more flexible lifestyle for your next chapter, we're here to help you make it happen.
IN PRACTICE
What Working Together Looks Like
Clients describe feeling like the process was explained clearly, step by step: not talked at, but walked through.
You help complex money decisions feel understandable.
Getting documents, systems, and accounts in order is something clients notice and feel: it lifts a weight.
You help me feel organized and in control.
Clients leave knowing exactly what to do next. The to-do list is a relief, not a burden.
You always give me clear next steps.
Clients don't have to manage all the communication between their CPA, attorney, and bookkeeper.
You ease the communication with others on my team.
When tax season feels uncertain or urgent, clients say they feel better knowing someone is already on it.
You take the stress out of tax season.
Business owners describe wanting less chaos around money, and getting it. A system replaces the guesswork.
You gave my cash flow an actual system.
Health changes, family complexity, difficult periods: clients say they feel supported, not rushed.
You show up when things get hard, not just when they're easy.
Clients notice when advice reflects who they actually are: their work, their family, their goals -- not just a spreadsheet.
You give advice that fits my actual life.
The statements above reflect general sentiments commonly expressed by clients and are not verbatim quotes from a specific client. They are not representative of the experience of all clients, and no compensation was provided in exchange for these statements. Individual results and experiences will vary. Working with a financial advisor does not guarantee a specific outcome or level of satisfaction.
Align Your Money with What Matters Most
We’d love to help you make that happen! Please check out our services below to learn more about our process and philosophy.
