Are All the Pieces of Your Financial Life Working Together?
As your financial life grows, so do the decisions.
This complimentary guide walks you through 7 essential questions designed to help you think about your goals, priorities, and financial picture—and identify areas that may deserve a closer look.
A little clarity today can help you make more informed decisions about what's next.
Complimentary 12-page PDF workbook tailored for established professionals & pre-retirees.
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Having Financial Pieces Isn't the Same as Having a Financial Plan.
You may already have investments, retirement accounts, insurance, property, tax considerations, estate documents, and important goals for your family.
The question is: Are they all working together toward the life you want?
The Financial Clarity Guide can help you step back from individual accounts and start looking at your financial life as a whole.
Connecting Every Aspect of Your Financial Life
Your investments, retirement, taxes, estate planning, insurance, family priorities, and life goals all affect one another. Alpha Wealth Management & Planning helps bring these pieces together so you can see the bigger picture and make more informed decisions.
Investments
Growth, risk alignment & asset allocation
Retirement
401(k)s, IRAs & cash-flow planning
Taxes
Tax-aware planning & withdrawal considerations
Estate
Beneficiaries, legacy & estate considerations
Insurance
Protection considerations for family & assets
Family
Education & multigenerational goals
Life Goals
Business, lifestyle & personal vision
Financial Life
Alpha helps bring these seven areas together so you can see how the pieces of your financial life connect.
Investments
Growth, risk alignment & asset allocation
Retirement
401(k)s, IRAs & cash-flow planning
Taxes
Tax-aware planning & withdrawal considerations
Estate
Beneficiaries, legacy & estate considerations
Insurance
Protection considerations for family & assets
Family
Education & multigenerational goals
Life Goals
Business, lifestyle & personal vision
Start Asking Better Financial Questions.
You don't need to know everything about investing or financial planning to start thinking more intentionally about your future. This guide gives you structured questions to help you step back and evaluate key areas such as:
What you're working toward and what true financial independence means for you
Whether your current financial decisions fully align with your top family priorities
How the different pieces of your financial life (investments, taxes, estate) fit together
What key life or tax changes may have occurred since you last reviewed your plan
Which high-value questions are most worth discussing with an independent advisor
Download the guide to unlock all 7 essential questions and full self-assessment worksheets.
Inside the Financial Clarity Guide
12-Page Financial Clarity Workbook
Start With Your Goals, Not a Product.
Your financial plan should reflect what matters to you. Good financial guidance begins with listening.
Alpha Wealth Management & Planning takes the time to understand your goals, priorities, family, and financial circumstances before helping you evaluate the path forward. Whether you're building wealth, preparing for retirement, or already enjoying it, our focus is helping you better understand your financial picture and make informed decisions about what's next.
Listen First
Understanding your life, family, and top priorities before evaluating financial strategies or portfolios.
Personalized Planning
Tailored financial guidance centered around your unique circumstances and long-term vision.
Long-Term Partnership
Ongoing guidance, reviews, and adjustments as your life, goals, and family priorities evolve over time.
Your Financial Life Changes.
Your Plan Should Keep Up.
A clear, collaborative process designed to give you confidence at every stage of your wealth journey.
Building Wealth
You're earning, saving, investing, and building your financial life—but want greater clarity about how everything fits together.
Preparing for Retirement
Retirement is becoming more real, and you're beginning to think more seriously about income, investments, taxes, Social Security, healthcare, and lifestyle.
Already Retired
You've accumulated wealth and want to continue making thoughtful decisions about income, investments, family, lifestyle, and legacy.
You don't need to have everything figured out. That's the reason to start with better questions.
Financial Guidance Starts With Understanding You.
Alpha Wealth Management & Planning helps individuals and families bring greater clarity and coordination to their financial lives. The approach starts by understanding what's important to the client—not by starting with a financial product.
Andrei Jigalin
Wealth Advisor & Co-Founder
Andrei has spent years building Alpha around personal relationships, thoughtful planning, and individualized financial guidance for families in Marin and Sonoma Counties.
JaSin Carlen
Wealth Advisor & Co-Founder
JaSin brings extensive financial experience, client relationships, and a collaborative perspective to help clients evaluate complex investment and retirement decisions.
Andrei Jigalin, JaSin Carlen, and the Alpha Wealth Management & Planning team work collaboratively to help clients understand their financial picture, evaluate important decisions, and develop strategies around their individual circumstances and goals.
Start With 7 Questions.
Take a few minutes to step back, look at your financial life as a whole, and think about what matters most going forward. Download the complimentary Financial Clarity Guide and start your own financial conversation.
Novato & Santa Rosa Offices • Serving Marin & Sonoma Counties