Our goal at College Aid Pro is to help students and families find colleges that “fit.” This means your student’s needs and wants are met AND you can afford the college bill without mountains of debt. Fit is important – especially when you’re talking about money.
We know that paying for college is one of the biggest investments a family makes, and it can be daunting to navigate the financial complexities involved. Just as we believe in finding the right college fit, we believe in finding the right financial advice fit. This is why we are excited to announce our partnership with AssetAlign.
AssetAlign shares our philosophy that “fit” is paramount to success. They understand that financial security is essential for every individual, not just those with substantial wealth. By connecting you with trusted and vetted financial advisors, AssetAlign ensures you have the support you need to make informed financial decisions, whether you’re planning for college expenses, saving for retirement, or managing your investments.
By partnering with AssetAlign, we can empower our community with the tools and knowledge necessary to navigate both the college funding process and broader financial planning. We want you to build a strong financial foundation, ensuring that you can not only afford your student’s education without sacrificing your financial security, but also plan for your future goals.
Alex Knight, co-founder of AssetAlign shares more about their company, mission, and how it all works.
The Story of AssetAlign
AssetAlign exists to simplify one the most daunting parts of financial planning; identifying the right advisor and getting started.
Our foundation:
Financial security is at the heart of every individual’s day-to-day life, impacting both near-term planning, like a family vacation, and longer-term goal setting, like financing college tuition or having confidence in their path to retirement. Having the confidence and clarity to achieve whatever is most important to you is the end goal and that philosophy is what drives AssetAlign.
We founded AssetAlign in Boston, with the belief that everyone should have access to and utilize financial advice. Every student, teacher, business owner, employee, dreamer, planner, and thinker should have access to a trusted advisor to allow them the confidence and clarity we all seek in financial planning.
With the clear mission to help all individuals find qualified advice, AssetAlign launched a research and due diligence laboratory, focused on identifying the advisors who separate themselves in all areas of financial planning and advice, creating a network of vetted financial advisors to meet your individual needs.
About us:
With over 60 years of collective experience, we’ve spent the last two decades jumping on airplanes, trains, and zoom calls to meet with financial practitioners and advise them on their practice. We’ve covered everything from portfolio construction to client service optimization, to marketing and client acquisition. Over our tenure we have professionally engaged with over 75,000 advisors.
With over 300,000 financial advisor practitioners nationally, undoubtedly there are many that don’t chin the bar. There are also many that exceed the bar. Differentiating between the two is an arduous task and deters most from fully engaging in their own financial planning.
Our unique experience and expertise positions AssetAlign to do the heavy lifting for you. We eliminate the roadblocks, giving you access to our curated and vetted list of practitioners, then facilitate conversations with the advisor who is uniquely suited to support your individual needs and achieve your financial goals.
How it works:
- AssetAlign has identified certified Financial Advisors who have been vetted through our proprietary due diligence.
- Our portfolio of advisors is curated to cover the needs of every individual, no matter where you are in your personal financial journey.
- In the very first conversation, our team will partner with you to understand how you define success in partnering with a financial advisor. We do this through an initial consultation program designed by MIT’s Laboratory of Financial Engineering, specifically designed to optimize the matching program between you and a vetted professional.
- Based on the results we facilitate a conversation between you and the advisor(s) as you begin to form a relationship that will help build the foundation for your financial future.
- AssetAlign will act as your advocate the whole way through, without exception.
Let us eliminate the burden and accelerate your path to confidence and clarity in your financial future. Start today, we look forward to partnering with you.
