Valor Financial Planning
Book a call with me:
Networking 1:1
This is for networking, introductions, referrals, collaborations, and general catch-up conversations. If you’re looking to become a client, please b...
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1 hour
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Introductory Meeting
Schedule a 60 minute introductory meeting with Matthew! A first conversation to talk through your situation, what you’re looking for, and whether Va...
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1 hour
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Newsletter Follow-Up
Read something in The Valor Brief that got you thinking? Grab 15 minutes and we’ll talk through it.
15 minutes
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Tax Preparation Inquiry
Book a meeting with Matthew for 30 minutes. For anyone interested in tax preparation. We’ll cover what you need, how the process works, and what it ...
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30 minutes
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Quick Client Check-In
A short call for a specific question, a life update, or a decision you want a second opinion on. Send a note with the topic beforehand if you can. 30 ...
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30 minutes
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Client Planning Session
A longer working session for bigger topics like a job change, a home purchase, an equity decision, or updating your goals. Let me know what you want t...
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1 hour
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90 Minute Financial Planning Review
Full initial review of your current plan, and adjustments that need to be made. 90 minutes
1 hour, 30 minutes
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