Aligned Abundance Financial
Upcoming
I believe financial well-being is about far more than numbers, and that real capital reaches beyond material assets. True wealth isn’t defined by a balance sheet alone it reflects the quality of your life, your sense of purpose, your relationships, your health, and the legacy you are creating.
I provide holistic financial planning and wealth management that goes beyond traditional strategies to embrace the whole picture of your life. My heart-centered approach ensures personalized, thoughtful guidance empowering you to make informed decisions that support a secure, meaningful, and fulfilling future.
That’s why our approach integrates both your financial health and your personal values. Together, we explore your goals, examine current habits, and identify opportunities for refinement and growth. We cultivate strategies that align with your principles and build confidence—helping you move forward with clarity and purpose.
We are deeply committed to values-based financial planning and Values Aligned investments. By integrating your personal values with sound financial strategy, your money can support both long-term security and positive impact.
Your money is more than a portfolio—it is a powerful tool for change. Through shareholder advocacy, proxy voting, and shareholder engagement, we help amplify your voice as an investor, enabling you to influence corporate behavior and advance transparency, accountability, and ethical business practices.
By viewing wealth holistically—integrating emotional, social, and spiritual well-being alongside financial growth you can make choices that foster peace of mind and resilience. I value connection, empathy, and integrity in every relationship. By aligning your financial strategies with what matters most to you, my goal is to support informed decisions that strengthen your family, and your community locally and globally along with your long-term well-being.
Sustainable & Ethical Investing
We design investment strategies that align with your values, emphasizing sustainability and ethical growth. I offer various solutions, including but not limited to managed mutual funds, impact funds, and Values Aligned direct Indexing*
*Minium for Indexing is $ 25,000
Fiduciary Commitment
As a fiduciary advisor, I always act in your best interest. You have earned your money. You are a realtionship to me and not a number.
Personalized, Holistic Planning
Your life is unique. Our financial plans are tailored to your individual dreams, goals, and circumstances. I take time with you to ask you where your money and time are spent. We examine both the micro and macro levels.
Abundance: Let’s move from a scarcity mindset to an abundance mindset with intention and action.
Ready to align your finances with your values? Schedule a complimentary consultation to explore holistic, caring financial planning tailored just for you. We’re here to listen, guide, and support you every step of the way.
Sarah Soliman DBA Aligned Abundance Financial is an IAR of First Affirmative Financial Network, LLC (SEC File # 801-56587) (CRD # 157708). First Affirmative is not an associated or affiliate. Aligned Abundance is not a registered entity.