Frequently Asked Questions
Which types of clients benefit most from your services and approach?
Valiant Financial Planning works best with tech professionals and physicians who want a trusted partner to help them organize, grow, and protect their wealth while balancing busy careers and family life. If you value honest advice, clear guidance, and a plan built around your goals—not product sales—you’ll fit right in. You can learn more HERE.
How are your fees structured, and what can I expect to pay?
Valiant FP is a flat-fee-only firm. That means you’ll pay a flat transparent annual fee agreed upon in advance—no commissions, no percentages of assets, and no surprises. You can find full pricing details HERE.
What minimum asset level, if any, is required to become a client?
There’s no minimum asset requirement. Financial planning is about building a strong strategy, not meeting arbitrary thresholds.
Is financial planning available on an hourly or project basis?
Yes. For clients who want a one-time or project-based engagement, I offer a flat-fee planning option. We’ll work together over the course of a few months to build a comprehensive financial plan and get you started on your path. Once your plan is in place, you’ll have the clarity and tools to implement the next steps on your own.
Where are you located and do you work with clients in-person, remotely, or both?
Valiant Financial Planning is based in Kirkland, Washington, and I mostly serve clients throughout the Greater Seattle Area, but we do also work with clients virtually across the U.S. Local clients are always welcome to meet in person, but most prefer the convenience and flexibility of virtual meetings.
Do you offer an initial consultation to determine whether we’re a good fit?
Absolutely. We offer a free, no-obligation introductory meeting to learn more about your goals, answer questions, and make sure our approach aligns with your needs before moving forward.
Still have questions? Let’s chat. You can schedule a quick introductory call to see if we’re a good fit—no pressure, just a conversation.