Do you have all the answers to life's unexpected twists and turns?
You are not born into this life with an instruction manual or a GPS mapping out every detail of every event.
Life is full of unknowns;
and that's what makes it exciting... and terrifying!
Do you know how to answer these questions?
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What is your Financial Independence Number (FIN)
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If something fatal were to happen to you tomorrow, would your family be able to survive on what you left behind?
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Are you on track for retirement?
Let me help you find the answers:
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Schedule a Call so I can learn more about your Goals.
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Come Together and develop your personalized Financial Blueprint.
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Finally, I will help you put it into action!
What Comes Next?
It's Time to Take Action!
Let me help you put together YOUR personalized financial gameplan.
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​Schedule a Call...Let's Talk!
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It's 20-30 minutes​
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I learn more about your goals and dreams
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Let's look at your plan and detail simple action steps!
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Now let's put your plan into action! ​
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I do all the heavy lifting and guide you the whole way! ​
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When you have vision, you're more confident about your life!
Hello there...
My name is Valori!
After teaching for 10+ years in public education, I realized that I had a natural gift with kids and a passion for teaching. I taught in churches, public schools, and in online classrooms to international students around the world.
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But I found myself at a crossroads in my life! I was stretching myself thin and as a result I experienced major burnout in ministry and education. I realized then that I needed to take a step back and find a career that would still allow me to teach but at a pace that was good for my physical and mental wellness.
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In 2021 I changed careers and decided to become a financial consultant. I loved learning about money and how it works but I also discovered how much I love teaching people about financial education. After learning and growing so much, I am involved in ministry again and I am very happy teaching families about financial literacy!
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I am Investment licensed (Serier 6 &63) and I have a bachelor's degree in Psychology.
