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Bootstrapping with a startup to 10x engineers, working in tech comes with unique financial challenges and opportunities.

Do you ever have questions about stock options and grants? Or perhaps you need input on developing your game plan for financial independence? That’s why we’re here, to help you navigate your personal financial journey and to build wealth for a financial future that meets your specific needs. As your financial advocate we collaborate with accountants, attorneys and your team of other trusted advisors, ensuring your best interest always comes first.

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You work long hours and have a passion for innovation through technology. We believe you deserve a team of modern financial experts who appreciate that passion and who understand the complexities of investing and financial planning for technology professionals.

We help tech founders, directors and engineers navigate financial decisions aligned with your life goals. We’d like to show you how you can benefit from our extensive experience working with professionals in tech.

Trusted Financial Advice

We believe financial advice should always be in your best interest. The important financial decisions in your life are more than just numbers, it’s your emotions, your values and your goals. That’s why Navalign partners with you, as a fiduciary financial advisor, to help you navigate important life decisions. If you’re searching for answers to your financial questions, our team of financial experts are here to help.

Financial Planning

Financial planning is more than just a report and recommendations. Financial planning is a process, a discipline we can help you develop to achieve your financial goals. We believe in holistic financial life planning, this encompasses all aspects of your personal finances; cash flow, investments, taxes, risk management, legacy planning, philanthropy and more. Let us show you how fiduciary financial planning can help you understand the future impact of the important decisions you are considering today.

Investment Services

Successful investing requires a disciplined approach with a long-term perspective. Our team of fiduciary investment advisors has experience managing all types of accounts and can customize an investment plan specifically for you. Let us show you how to align your investment portfolio with your personal financial goals and timelines.