The financial wellness session delivered by Align was extremely well done. Janel presented information that can often feel complex or uncomfortable to discuss in a way that was engaging, clear, and relatable. The use of real-world examples and an enthusiastic delivery kept participants’ attention and made the content feel relevant—not just about numbers.

Our team, made up primarily of trade and technical professionals, was highly engaged during and after the session. Many participants commented on new takeaways—like how credit scores can be improved with small, immediate actions or how HSAs can be used as long-term savings vehicles. The discussion helped our employees see that planning for retirement isn’t just for ‘later’—it’s something that can start today, with achievable goals and support from the resources Align provides.

Overall, the session was a success. It not only raised awareness of our company’s financial wellness program and Align’s consultative support, but also inspired meaningful conversations and next steps among our team members.

— Jason D, Director of Finance, 11400 LLC, an affiliate of Clark Associates

*The statement was provided October 15, 2025 by Jason D. who is a plan sponsor client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.