Your Wealth, Aligned

Hands-On. Line by Line. Long-Term.

Most financial advisors hand you a plan and wish you luck. Kelly and Shani do something different — they sit down with you, go line by line through your finances, and build a strategy around your real life. Whether you’re just starting out or finally ready to get serious, they’ll meet you where you are — on your schedule, at your pace — and stay with you every step of the way.

No Spam. No Obligation. 100% Confidential.

Your Financial Life, Covered

A full suite of financial services, built around your life. Kelly and Shani are licensed consultants in all 50 states, which means wherever you are, they can help.

Investments & Annuities

Fixed, Indexed, and Guaranteed Income Annuities paired with tax-advantaged accounts (IRA, Roth, SEP, SIMPLE, and more) — designed to grow and protect your wealth sustainably.

Life Insurance Solutions

Term, Whole, Universal, Cash Value, Burial, Mortgage Protection, Children’s Policies — we’ll help you find the right coverage to protect and grow your family’s legacy.

Business Coaching

From budgeting and overhead planning to business credit and diversification — we help business owners and entrepreneurs build a strong financial foundation, one session at a time.

Financial Coaching

Starting with a free consultation, we offer hourly coaching sessions to help individuals tackle debt, build savings, plan for retirement, improve credit, and set meaningful financial goals.

Credit Repair

Improve your score, build credit depth, and navigate post-bankruptcy or collections with expert support.

Tax Services

Work with a top-tier CPA specializing in personal, self-employed, and business tax strategies.

Mortgage Services

Buying, refinancing, investing, or exploring a reverse mortgage? Our partners will guide you through every step.

Realtor Services

A trusted real estate network serving clients locally and nationwide for buying, selling, or investing.

Two Advisors. One Commitment.

Kelly and Shani are educators at heart — they’ll learn your finances inside and out and stick with you long after the first conversation.

Shani Bautista

Shani got into this work because she believes financial confidence shouldn’t be a luxury. She has a gift for turning complicated money topics into clear, actionable steps — and a commitment to being in her clients’ corner long after the first meeting. Clients don’t just work with Shani once; they come back because she remembers their goals, knows their numbers, and holds them accountable.

Kelly Allred

Kelly built her career on a simple belief: most people aren’t bad with money — they just haven’t had the right teacher. She brings two decades of experience to every client relationship, along with a no-pressure approach that makes even the most daunting financial conversations feel manageable. From debt reduction to retirement planning, Kelly is the kind of advisor who’s still checking in years later.

What Clients Are Saying

"Working with Aligned Wealth has been one of the best decisions I've made for my financial future. Complex topics like investing, budgeting, and retirement planning were broken down into clear, actionable steps. I finally feel confident about where my money is going and how to build long-term wealth."

— Bonnie & Dale

"As a business owner, I needed more than basic financial advice — I needed strategy. Aligned Wealth helped me restructure my finances, improve cash flow, and plan for both growth and retirement. The knowledge, professionalism, and ability to simplify everything made a huge difference."

— Chad