CoreAlign Financial LLC

Inviting someone into your money world can be overwhelming. We meet you where you are, helping you get a clear picture of your finances, fully understand your options, and move forward with confidence. Our straightforward process allows you to experience the value of working with us right from the start—100% Confidential 0% Judgment

We specialize in helping busy professionals tackle life’s transitions with clarity and confidence. Whether you’re:
-Considering a career shift or launching a business,
-Adjusting to a change in family structure,
-Preparing for a major life event, or
-Getting back on track after a big change, or
-Ready to stop feeling stuck,
we equip you with the tools and support to successfully navigate change.

We work with clients on both a project basis and for ongoing comprehensive financial planning. When we work together, we become part of your team, helping you navigate life’s transitions as they happen and interfacing with other professionals as needed.

Please Note: We are fee-only. We don’t sell any products and don’t accept payment from any third-party sources. Our guidance is always unbiased and solely focused on your best interests.

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• Rebecca Lees
  Financial Life Planner
  Phone: (434) 207-2185
  Cell Phone: (434) 207-2185
  Send an Email

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