Aligned Financial Planning | Donation Request Form

Aligned Financial Planning

$2,500 in goods donated to charitable events since Oct, 2020


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Your Investments. Your Values. Aligned.

We specialize in working with individuals, families, entrepreneurs and small businesses who wish to align their wealth with their personal values.

 

Securities offered through LPL Financial.

Available Items

Financial Assessment and Customized Financial Plan

A customized financial plan will be created for the winner of this prize where they will leave with more clarity around their money and values.   There will be two meetings: a discovery meeting to collect information, then a plan presentation to review the plan. Meetings are 60 minutes each and are typically scheduled a few weeks apart. They can be held virtually or within 30 miles of downtown San Diego. A digital plan will be reviewed and a copy will be sent after the second meeting.    All meetings are conducted by Kevin D. Christensen, CFP®, AIF®, LPL Registered Representative, CA Insurance License # 0K76295.  


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