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Initial Plan Development

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Develop a strategy to clarify, simplify, and organize your financial life.

Federal employees are severely underserved when it comes to their financial planning. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.

Benefits of creating your plan

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4 Meeting

Minimum

Spending time understanding you is the only way to create a comprehensive analysis of your goals and resources.

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4 Personalized Reports

You receive your 1st report in the second meeting so you can begin to experience the value of your new financial strategy.

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Fiduciary Obligation

As fiduciaries, we have an obligation to act in the best interest of our clients,

at all times.

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No Long-term

Commitment

You can choose to hire us to implement our recommendations or we can part as friends.

Create your plan for only $1,800

(50% upfront and the remainder at plan delivery)

Complimentary Get to Know Us Meeting

Valor Wealth Partners is proud to be a member of the following organizations

Agendas of Your 4 Meetings

Meeting #1 - Initial Assessment (90 minutes)

During this meeting:
Evaluate your current financial situation and walk you through the interactive financial planning process.
Conduct a risk assessment providing you with your personalized risk number.
Risk Assesment
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Meeting #2 - Deep Discovery (90 minutes)

During this meeting:
Clarify your goals and financial resources in the planning software. Confirm the priorities you wish to achieve with this process.
Review your tax return from the previous year. Provide insights and guidance from our analysis.
Report Delivered
Tax Report
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Meeting #3 - Recommendations (90 minutes)

During this meeting:
Report Delivered
Introduce the recommendations and probability of success detailed in your financial plan.
Review the action steps to execute your plan.
Life Hub
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Action List Itinerary
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Meeting #4 - Implementation (90 minutes)

During this meeting:
Present your financial plan.
Provide detailed suggestions for your future investment portfolios based on your risk tolerance and variables in your financial plan.
Discuss any questions or concerns.
Reports Delivered
Investment
Allocation
Initial Financial Plan
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Additional Meetings and Reports - if necessary

Federal Benefits Review
If you have not received a federal benefits report from us, we will provide a free report and a meeting to explain your benefits in detail.
FEHB Plan Comparison
During Open Season we will provide a free FEHB report comparing your plan to available options. We will conduct a meeting to explain your benefits in detail.

Create your plan for only $1,800

(50% upfront and the remainder at plan delivery)

Complimentary Get to Know Us Meeting

Executing Your Plan

Once you have your reports and we have answered all your questions, you need to decide who will execute the action list we compiled for you. This decision comes down to 3 options:​
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  1. We can part ways and wish each other best of luck after plan delivery

  2. We can meet annually to check on your progress

  3. We can provide full-service support

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Don't worry, this decision is made after you have seen our dedication to you and the level of service we deliver. These options are described in detail on the Ongoing Planning page.

FAQs

What is the cost to create a plan?
$1,800 (50% upfront and the remainder when your plan is delivered).
How long does it take to create a plan?
Typically your plan is complete in 3 months. Depending on your needs, we can speed up our process or delay to accommodate when life throws you an unexpected surprise.
Can I hire Valor Wealth Partners without creating a plan?
Your initial plan is critical to ensuring the guidance and recommendations we provide are thorough and accurate to your unique needs. This being said, in extremely rare situations, we may bring on a client without immediately creating a plan.
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