Valiant Financial Planning
Empowering Your Financial Future
Our superpower lies in our innovative & transparent approach, ensuring you can focus on saving lives or developing technology while we secure your financial future. Together, we will navigate your financial landscape, grow your wealth, protect your assets, and create a legacy that stands the test of time. Together, we’ll tackle every financial obstacle and ensure you emerge victorious on your journey to financial freedom. Join us as we champion your success and help you thrive!
You Might Be a Great Fit for Valiant Financial Planning If…
- Your coworkers call you the “Tech Wizard,” but you still feel like a Muggle when it comes to your investment strategy.
- You would rather code an app to manage your finances than actually sit down and plan them out.
- You are trying to navigate your company’s RSUs and feel like you need a PhD in finance.
- Your calendar is full of meetings, and you don’t have the time to focus on your personal financial goals.
- You would prefer to hire a SuperNerd to handle the details while you stick to what you do best: saving lives.
Your Goals, Our Guidance
Your financial goals are one-of-a-kind and specific to you. The good news is we offer three different service tiers, so you can choose the one that best meets your needs. Depending on your situation, we offer full-service wealth management, ongoing financial advice, or a one-time financial plan.
Tier 1
Full-Service Wealth Management
Our comprehensive wealth management service provides personalized financial planning, investment management, and ongoing guidance. We will cover key areas such as cash flow, portfolio allocation, equity compensation, and more.
Tier 2
Ongoing Financial Planning and Advice Only
Ideal for DIY investors who want professional guidance, this service offers personalized financial planning with ongoing support and guidance while the client implements and manages the investments themselves.
Tier 3
One-Time Financial Plans
For those who prefer financial guidance without a long-term commitment, we offer project-based, one-time financial plans. You’ll receive a tailored financial plan with clear, actionable steps to implement on your own, along with the option for follow-up sessions as needed.
Fee-Only Services
We understand that our clients are looking for a trusted financial planner and reliable advice, not a stockbroker with a sales pitch. That’s why we offer a simple, flat monthly fee—so you can plan and budget with confidence. With us, you won’t have to worry about the typical 1%+ Assets Under Management (AUM) fees that can quickly add up as your investments grow, eating into your returns over time.
Focus on Physicians and Tech Pros
As a physician or tech worker employed by a tech giant like Amazon, Microsoft, or Google, you face unique financial challenges and opportunities. We understand that your time is valuable, and we're here to help ease some of that burden. Our financial planning services are specifically tailored to meet the needs of busy professionals like you, offering expert guidance that fits seamlessly into your demanding lifestyle.
Unmatched Expertise
Valiant Financial Planning is led by Dwayne Reinike, a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant®. With a deep passion for helping physicians and tech professionals achieve—and surpass—their financial goals, Dwayne is committed to empowering his clients to live life to the fullest now, in the future, and for years to come.
Client-Centered, Comprehensive Approach
At Valiant FP, financial planning is all about you. Your goals. Your dreams. Your desired lifestyle. That’s why we take a client-centric approach that considers every piece of your unique puzzle. We believe in creating customized financial plans that are as unique as you are—tailored to align with your personal goals and values, with the flexibility to adapt as your needs evolve.
Expert Financial Planning Tailored for Tech Professionals
If you’re employed by a major tech giant, you’re likely entitled to a variety of benefits beyond just a competitive salary. Depending on your employer and role, you may receive equity compensation such as Restricted Stock Units (RSUs) or stock options, along with access to a company-sponsored retirement plan and insurance benefits. We’re here to help you navigate these offerings and address important questions like:
- What do I do after my RSUs vest?
- How much of my income should I put into my 401(k)?
- What is the difference between the Traditional and Roth 401(k) options, and which one should I choose?
- What is a Mega-Backdoor Roth, and is it right for me?
Ready to Begin Your Epic Journey to Financial Success? Schedule a Complimentary Consultation Today!
If you’re a tech pro or physician looking to secure your financial future, Valiant Financial Planning is here to help. Through a complimentary consultation, we’ll get acquainted, learn more about your financial planning needs, and answer any questions you may have so we can determine if our services are a good fit for you.