Valiant Financial Planning

At Valiant Financial Planning, we partner with high-earning tech professionals and physicians to provide flat-fee-only financial planning—no commissions, no percentage-based fees, and no hidden costs. We offer both ongoing planning relationships and one-time financial plans, all for a flat cost. Whether you're managing RSUs, navigating stock options, or dreaming about early retirement, we help you build a plan that fits your life. Want to join the FIRE movement? Planning a sabbatical or career pivot? Maybe you're a HENRY or a DINK with big goals and no time? Or you're just trying to make sure “future you” can retire comfortably and travel well. Whatever your situation, we're here to help you make smart money moves with confidence.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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