Valley Oak Wealth Management

2 Ranch Dr, Novato

Consultation with Financial Stress test

Deal Details & Terms and Conditions:

• Veteran financial planners help everyday people prepare for their future with portfolio stress tests and wealth management plans
• Choose from Two Options
• $30 for consultation with financial stress test ($100 value)
• $286 for consultation with financial plan creation ($1,000 value)
• During financial plan creation, a professional helps clients assess their current financial standing and creates a personalized plan that seeks to optimize cash flow, outlines ideas for the management of investment portfolios, and more. Clients receive a digital and hard copy of this plan.
• The financial stress test evaluates clients' current portfolios to determine how prepared they are for seven pre-determined economic scenarios that have a chance of occurring in the future.

• Can not be combined with other offers
• This vendor has complete responsibility for the quality and accuracy of their advertised products and services

Started On: Sep 30, 2022

Valid Till: Jul 31, 2023

Zone: San Mateo/SF Counties

About: Our Mission Our mission is to guide each client’s financial journey to retirement and beyond. Our Values We are a trusted and friendly local firm that specializes in retirement planning and personalized wealth management services. We take our fiduciary* responsibility seriously as stewards of your investments and dedicated partners to helping you strive towards your life goals. We take a client-centered approach to our work and look for every opportunity to educate and support your financial understanding.