What Is Financial Coaching?
Making the best financial decisions isn’t always easy. There are countless gurus, companies, and schemes that can distract and misinform. My mission is to give people the knowledge and tools to forge THEIR OWN best path.
Who is it For?
People who want be smarter about their money and their future and take control of their own lives.
Why can't I just ask my accountant?
Accountants are great at what they do, I love mine, but their job typically isn’t to help you make more money
How do I know I that you'll actually help me?
You don’t, but I trust YOU to decide that for yourself.
What makes you different?
This isn’t about selling you anything. We put YOU in the drivers seat, give you the map, and you decide where to go.
How do I know if I can trust you?
With 42 years experience and a 100% positive consumer record you get experience, wisdom, and compassion.
How much does this cost?
My services are complimentary to my clients. You get to decide what products and tools are best for you.
Meet Our Founder
After having spent time as a Navy corpsman during the Vietnam war, Val soon entered into the world of helping people accumulate wealth and protect their families. After 42 years, his passion to help people is very much still there, and his commitment and drive to be innovative and creative are very much alive. He loves helping people.
We are all unique. Even though we may share common interests and problems, it is important to Val to listen to each one of you and hear your personal stories. But in the end, we all want the same thing and that is successful lives in every aspect. Whether it is breaking the bonds of debt or the serious accumulation and sensible leveraging of wealth for highly successful individuals, he remains committed to helping everyone achieve their greatest ambitions and protect those things in their lives that they hold dearly.
“Val was easy to work with and my wife and I appreciated the informative meetings we had with Val. He was very responsive to our questions and his follow up was excellent. I will definitely recommend Val to my friends and coworkers”
“I am ecstatic to say that during the recent fall in the stock market, I didn’t lose a dime. What can I say about my hero who saved my retirement? I was fortunate the day we met Val.”
“Greg and I have been so blessed to have crossed paths with you. I couldn’t feel more confident and comfortable with working with anyone else other than you. We appreciate the time, care, and patience you have poured into our care and future.”