Your financial life should support the life you want.
I created Aligned Wealth to help clients bring clarity, structure, and intention to their financial lives and the decisions that shape them.
Who this Is for
Aligned Wealth works with financially established individuals who want clearer understanding, better decisions, and stronger structure around their finances. It is particularly relevant for those navigating complexity, transition, or overwhelm people who already have income, assets, or professional advice, but still feel unclear or unsupported in practice.
What This Service Is
Aligned Wealth is a private consulting service focused on financial clarity, decision-making, and structure.
It helps clients better understand their financial situation, identify what is shaping their decisions, and build the structure needed to manage money more clearly and effectively.
What This Service Is Not
Aligned Wealth is not asset management, investment management, or traditional wealth management. It does not provide securities recommendations, legal advice, or tax advice.
This work can complement the role of a financial advisor or wealth manager by addressing the areas that are often left unaddressed: clarity, organization, and decision-making in real life.
The Process
Assess. Clarify. Organize. Implement.
About
I’m Lama Almatrafi, founder of Aligned Wealth.
My background includes wealth management experience at Merrill Lynch and Fidelity Investments, a degree in Human Factors Psychology, and certifications in personal training, nutrition, and yoga.
I built Aligned Wealth from a simple observation: financial decisions are rarely just technical. They are shaped by stress, attention, habits, responsibilities, and the structure surrounding daily life.
Through private consulting, I help clients understand their financial situation more clearly, identify what is shaping their decisions, and put practical structure in place.
I do not provide investment advice or manage assets. My work focuses on clarity, organization, and decision-making in real life.