Valkyrie does financial planning with an emphasis on coaching and empowerment. The firm is designed to take a complete look at a client's financial picture (building and sticking to a budget, saving, debt analysis, retirement accounts, investment allocation, insurance, estate planning, and on, and on...), with bite-sized meetings monthly to tackle one important assignment. This way the client starts to consistently pay attention to their financial picture and - more importantly - feel like they understand what is happening. Clients also receive a resident financial expert-on-retainer and an accountability partner.