Greenville, South Carolina

I am a passionate financial adviser who thrives on assisting my clients in achieving true alignment in their personal finances. Guiding individuals towards financial success brings me immense joy and satisfaction.

In my free time, you can often find me embarking on van trips with my partner and our beloved golden doodle, Grace.

I have a deep interest in consciousness work, constantly seeking personal growth and expanding my understanding of the mind, heart, body & spirit.

One of my ultimate dreams is to venture into space, fascinated by the boundless wonders it holds.

Through my work and personal aspirations, I am dedicated to making a positive impact in the lives of others while continuously striving for self-improvement and exploration.

Erin E. Clifford is a founding partner of Truly Aligned, a concierge family office offering comprehensive financial strategies and fiduciary services. As a highly skilled financial strategist, Erin acts as a fiduciary for clients who are eager to secure their financial future. With a specialization in working with small business owners, tech/sales professionals with stock options, high net worth individuals and families, and particularly powerful women, Erin brings a wealth of expertise in financial planning, tax reduction strategy, investments, insurance, coordination between subject matter experts, and cultivating a positive money mindset.

Motivated by a deep passion for empowering others through financial planning, Erin embarked on a career in this field after her own transformative experience. Graduating with an engineering degree, she found herself unsatisfied with her career despite the financial success it brought. Seeking guidance, Erin enlisted the help of a financial strategist who provided her with the courage, confidence, and sense of security to pursue her true passion. Inspired by the impact this support had on her own life, Erin realized her calling in supporting others to achieve not only financial success but also genuine happiness and fulfillment.

Erin takes a client-centric approach, going beyond the traditional numbers-focused advisory role. Recognizing the deep emotional connection people have with their finances, she offers a safe space to address significant financial challenges. Through her process, clients discover clarity and gain a profound understanding of the bigger picture, enabling them to make informed decisions and take meaningful action steps. By grounding financial decisions in personal values and aspirations, Erin helps individuals find purpose and meaning in their financial journeys.

In her personal life, Erin enjoys camping adventures with her fiancé and their goldendoodle, Grace. She has an insatiable curiosity for exploring consciousness, indulging in travel, cooking, and her fascination with math, physics, outer space, and especially, black holes.

Erin's mission is clear: to empower her clients and help them realize that financial decisions can be both empowering and enjoyable, rather than overwhelming and anxiety-inducing. While her passion lies in working with powerful women, including business owners, C-suite executives, and nurturing moms, Erin's guidance is open to all individuals seeking financial clarity and fulfillment.

Fiduciary services are with advisory client relationships only.

Jena joined Truly Aligned Inc. and WCG in 2023 as an Operations Manager. She has worked in the financial services industry since she graduated from the University of St. Thomas in St. Paul, MN in 2021 with a degree in Financial Management. She is driven to providing the best service to clients and helping them achieve their financial goals.

In her free time, she enjoys spending time outdoors with family and friends, running, cooking, and traveling.