Wealth Alignment

"I really think that being able to have greater clarity around the reactions we're having around money, makes life easier. It makes it easier to make decisions and it gives us data that we can use to make steps to bringing our life in alignment with our values. It's a way less stressful way to live."

• Joy Slabaugh, Founder, Wealth Alignment Institute

Join Joy Slabaugh as we discuss the journey most people are taking to align their wealth with their purpose in life.

We discuss answers to:

• What is out of alignment for people WITH financial security?
• What about her process makes wealth easier to...process?
• How does Joy work with wealth advisors and family offices?
• What does Joy see as the future of "wealth alignment?"

Jason Howell Company is an independent, fiduciary FAMILY Wealth Management firm preparing families for a changing global environment across three generations. We understand that “millionaire problems” are still problems, especially when juggling family dynamics, imposter syndrome and charitable decisions (without a roadmap).

We integrate family governance (dynamics), with traditional planning, philanthropy, and sustainable investing because our clients are just as concerned about personal growth and family preservation as they are about capital gains and wealth preservation.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA have spent decades working with families in the Washington, DC area and understand the unique ways wealth is experienced here. Successful entrepreneurs and family business owners often feel they must continually prove themselves; government contractors worry about the next contract; former Capitol Hill staffers and former agency employees privately question how to reconcile public service with private sector success. Similar tensions arise among professionals at our region’s many corporate headquarters. These unspoken dynamics can make it difficult for families to talk openly about money or make confident long-term decisions. Through a family governance approach, we help families create clarity, alignment, and structure, bringing together values, decision-making, and philanthropy so wealth can be stewarded thoughtfully across generations.

Our prospective clients recognize they:

• Need to “do something” with the cash in their checking/savings
• Need to start tax planning instead of just tax paying
• Need to reduce the isolation, guilt and decision fatigue
• Need to separate but align family wealth and individual wealth
• Need to reduce financial miscommunications between family members
• Need a plan to provide space for both family and individual philanthropy
• Need to separate business finances from personal finances
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for income, “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to be sure they are choosing the right work benefits
• Need to plan for money while alive before what happens after death

To learn more about our unique offering, contact us for a complimentary initial strategy session: click here.