Earn rewards for every smart move.
AssetAlign credits you for the financial behaviors that matter — from building your profile to meeting with an advisor and exploring services that move your plan forward.
Good behaviors drive good outcomes.
Financial wellness isn't a destination — it's a series of small, deliberate moves made consistently over time. AssetAlign is built to recognize and reward those moves, turning everyday financial actions into credits you can put toward real services at a real discount.
Build Your Profile
Tell us about your goals, your situation, and what matters most to you. A complete profile unlocks your personalized advisor match and earns your first Align Credits.
Engage with Your Plan
Schedule a free consultation with your matched advisor, explore insurance or tax services, and take the steps that move your financial life forward. Every qualifying action earns credits.
Redeem for Real Services
Put your Align Credits toward quality financial services — insurance, tax preparation, estate planning, and more. Member-exclusive discounts, earned by doing the right things.
Set Goals, Track Progress
Establish financial goals that matter to you and watch your progress in real time. The platform keeps your plan front and center so nothing falls through the cracks.
Matched Fiduciary Advisors
Get paired with a vetted CFP® advisor based on your goals, life stage, and behavioral profile — then schedule a free 30-minute consultation, no strings attached.
Earn Without Thinking
Credits accumulate automatically as you engage. No points programs to manage, no complicated tiers — just recognition for doing the things that help your financial life.
Discounts That Are Actually Useful
Redeem credits toward insurance, tax prep, estate planning, and more. Quality services at member pricing — not tchotchkes, not coupons. Real financial value.
Goals & Progress
Set financial goals, track milestones, and watch your progress update in real time.
Advisor Access
Your matched advisor is always one click away — schedule, message, and follow up seamlessly.
Marketplace
Browse and engage with insurance, estate planning, tax prep, and more — all in one place.
Align Credits
Earn credits for every financial action and redeem them toward services that move your plan forward.