A properly prepared financial plan is critical to your success, but it is only a starting point. Life will throw rewards and challenges that will alter your well-crafted plan. Some of the most common challenges for people are: lack of knowledge, lack of tools to evaluate options, and procrastination. Valor Wealth Partners works alongside our clients to overcome these struggles.
To support our clients with ongoing coaching and monitoring, we created two programs to match their needs and budget. You can choose the full service Lifestyle Planning option or Do-it-Yourself Planning. Either option gives you full access to our planning resources and a team of dedicated professionals that are passionate about helping you achieve success.
We believe everyone should have access to premier financial planning resources. Full service isn’t necessary for everyone, but many clients still need a team they trust for occasional financial guidance. For a minimal monthly cost, the Do-It-Yourself program provides access to our valuable resources and annual meetings to review your situation. This option is best for clients that feel comfortable executing their plan outside of an annual meeting. If your needs become more complex, we are available for a financial strategy session at an hourly rate.
Our full-service program provides comfort to clients knowing that our team is available when they need us at no additional cost. You will have unlimited access to our team. If we haven't spoken in a while, we will contact you to schedule a meeting based on your preferences, typically every 4-6 months. With Lifestyle Planning you will have a dedicated advisor that is committed to serve you for as long as you are a client of Valor Wealth Partners. We limit the number of clients per advisor so we can build deeper relationships with each client.
We created an educational series on the fundamentals of financial planning. You will receive 10 easy to read emails highlighting some of the basics of financial planning and little known secrets about the industry.
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