Continuity
Planning
Contact us if you are interested in developing a Continuity Planning Relationship. We are anxious to partner with those looking to secure future succession for their firms.
Succession
Planning
Contact us if you are interested in speaking about coordinating a formal Succession Plan for your firm with us. We have a written Value Proposition for your reference.
Partnership
Agreement
Contact us if you would like to discuss a possible partnership. We can offer a full staff from customer service to marketing to aid in your business.
Behavioral
Finance
Consultation
One hour consultation with Nicholas Yrizarry, BFA outlining basics on behavioral finance and its applications to traditional finance.
Value
Cards
Consultation
One hour consultation with Nicholas Yrizarry, BFA outlining creation of a value card system to identify client values.
Lifestyle
Management
Consultation
One hour consultation with Nicholas Yrizarry, BFA discussing the implementation of a system of lifestyle management for clients.
The Financial
Survivor Handbook
Get your copy of The Financial Survivor Handbook: The 4 Steps to Financial Surivival here!
Align Wealth Advisors
Value Cards (Pack)
Order a pack of our Personalized Value Cards for yourself. We will include your logo and color scheme!
