What can you expect?
A collaborative, values-driven approach that uses modern planning and technology to build confidence, accountability, and lasting financial habits.
Step 1) Intro Call
This first meeting is about getting to know you, your values, your situation, and what you’re looking for. We’ll also share how we work so you can decide if we’re the right fit. And if not, we’ll gladly connect you with another advisor who may be.
Time before next meeting: 3 days - 2 weeks
Step 2) Goals & Organization
Once you decide we are a good fit to work together, we’ll jump right in to help bring order and clarity to your full financial life.
In this step, we’ll explore your personal, professional, and financial goals and bring everything together in one place. By organizing all your financial items under one roof, you’ll have a clear platform to access, manage, and track your progress over time.
Time before next meeting: 1 - 2 weeks
Step 3) Financial Roadmap
The Roadmap helps you:
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Get a clear snapshot of where your finances stand today
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Highlight the key areas we’ll analyze together
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Lay out recommendations to act on right away
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Map the game plan for the road ahead
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Work side by side to put the first action steps in place
Step 4) Ongoing Care
Each year begins with a refreshed financial plan. We'll meet no less than twice per year to check in, evaluate current standing, and continue to communicate. During these meetings we'll discuss insurance planning, large purchase planning, estate planning, company benefits, investment performance, and tax strategy.
*Accountability, check-ins, and open availability*
Key Step) Professional Team Building
What sets us apart is the team we bring to the table. When you work with us, you gain access to a network of trusted professionals through Valor Strategy Group. From legal support, property and casualty insurance, and real estate services to strong connections with CPAs, lenders, and nearly any other professional service you might need. We make sure you’re surrounded by the right experts. This approach ensures every part of your financial life is supported by a coordinated team working toward your success.