Financial Planning

  • Complimentary consultation to assess your current financial situation and walk you through the financial planning process

  • Discovery Meeting, where we talk more in depth about your financial goals and prioritize your financial concerns

  • Recommendations Meeting, which includes:

    • An easy-to-read summary of your current net worth, goals, and next steps

    • Detailed financial plan to be the basis for future goal strategies

    • Recommendations in the following areas: investment vehicles and accounts, savings targets, debt repayment, retirement planning, insurance, estate planning, and tax planning

    • Asset allocation for current investments including your retirement plan

  • Interactive conversation of your next steps and strategy for implementation

  • Implementation Meeting, which includes:

    • Listening to your thoughts of the plan

    • Development of a detailed timeline to include action items

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Advisory services offered through CS Planning Corp an SEC registered investment advisory.  Valor Wealth Partners does not render legal, accounting, or tax advice.  Please consult your tax or legal advisors before taking any action that may have tax consequences.

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