Lifestyle Ongoing Planning

Details
  • Meetings every 4-6 months, or as a major life event comes up

  • A CFP® Professional available for consultations

  • Analysis of current investment costs

  • Interactive discussions reviewing progress toward your goals

  •  goal-based financial planning software

    • Access to run reports and what-if scenarios

    • Support to enter data and help answer questions

    • Client portal giving you access when it is best for you

    • Account Aggregation providing one secure place to view all your accounts

    • Encrypted vault to store important electronic documents

  • Invitation to Valor Wealth Partners Educational Events

  • Client only educational resources and calculators

  • Monthly Newsletter

  • Recommendations to other experts such as estate planning attorneys and CPAs

  • Household balance sheet development

  • Cash flow optimization and budgeting

  • Debt/Student loan consulting

  • Employee benefits analysis

  • Educational funding analysis

  • Insurance and risk analysis

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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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