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Achieve financial freedom by 2026 by clarifying your personal definition and setting clear goals. This video emphasizes understanding what financial freedom means to you, moving beyond hustle culture to effective financial planning. Learn how to set goals for a truly aligned and prosperous future, contributing to your overall wealth building journey. Erin Clifford & Max Clifford, CEPA -
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We’re Erin and Max Clifford, co-founders of Truly Aligned, a wealth management firm for highly ambitious, family-oriented professionals.

Our team specializes in comprehensive financial planning, including tax strategy, investment management, estate planning, cash flow, and more.

We believe wealth should give you clarity, not confusion—so we created the Financial Alignment™ framework to help you align every financial decision with your values, goals, and vision. The result? A strategy that supports the life, legacy, and impact you’re here to create.

We can only work with a select number of clients, so we created this channel to share what’s working for the families we serve and help more people build wealth that feels intentional, empowered, and truly aligned.



Disclaimer: This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC and Truly Aligned are separate entities from LPL Financial.