At Valiant Financial Planning, I partner with tech professionals and physicians across the Greater Seattle area to simplify money decisions that used to feel overwhelming. My job? Help you align your financial life with your values — with a mix of expertise, transparency, and just enough nerd energy to make it interesting.

💼 Flat-Fee Only. Always.
No percentages, no hidden fees, no “the more you make, the more we take.” I charge a flat cost for financial planning and investment management — because clear advice shouldn’t come with a sales pitch or an ever-growing AUM bill.

👩‍💻👨‍⚕️ Who I Work Best With:
	•	The “Tech Wizard” who turns into a Muggle when it comes to investing.
	•	The physician who can save a life in 30 seconds but doesn’t have 30 minutes to look at their 401(k).
	•	The engineer trying to decode their RSUs without a PhD in finance.
	•	The couple juggling busy careers, family life, and trying to figure out what “vesting schedule” actually means.

I built Valiant FP for people like you — professionals who are brilliant at what they do and just want a trusted, fiduciary financial planner to handle the rest.

If you work in tech or medicine, chances are you’re facing unique challenges around income, taxes, and equity compensation. My role is to simplify all of that so you can focus on what you do best — while still building wealth intentionally.

Valiant Financial Planning

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Valiant Financial Planning

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