At Valor, we want to use your time as wisely as possible. So, our first step is a simple introductory call. This is a chance for you to ask any questions you may have, and to learn more about what you can expect from us, so you can be sure we are a good fit for your needs.

In order to best understand your current financial situation, we’ll ask for all of your financial information and documentation. Having all the data we need in advance allows us to be well-prepared for the discovery meeting.

Our highest priority is understanding your needs and your goals. During our discovery meeting, we will carefully listen to your story, your hopes, and your long-term financial goals. Then we begin crafting a comprehensive plan specifically designed for you.

Our portfolio strategies are specifically designed just for you and the life you desire to build. Once we craft the portfolio that meets your needs, we’ll connect with you to share and explain our guidance and recommendations. After reviewing your strategy together, we listen to your feedback and answer any additional questions you may have.

Once you have approved your customized portfolio, we get to work putting it into action for you. We will also manage it around other goals you may have, like retirement preparation, tax and estate planning, charitable giving, and anything else. We’ll make sure you also stay informed by setting up periodic meetings to review progress and next steps.

We are committed to your journey toward financial independence and investment success! This means we will provide you with consistent and ongoing supervision of your finances. We will stay informed of market changes, and will keep in touch with you through regular check-ins so that you are always aware of your financial health.