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About Valiant Financial Planning

Valiant Financial Planning partners with tech professionals and physicians in the Greater Seattle Area. Armed with knowledge and compassion, we craft personalized financial plans that align with your unique missions. We offer financial planning and investment management services for a FLAT-FEE for physicians and tech professionals. That means we charge a flat cost, not an asset management fee! Would you make a good client for Valiant FP? - Your coworkers call you the “Tech Wizard,” but you still feel like a Muggle when it comes to your investment strategy. - You would rather code an app to manage your finances than actually sit down and plan them out. - You are trying to navigate your company’s RSUs and feel like you need a PhD in finance. - Your calendar is full of meetings, and you don’t have the time to focus on your personal financial goals. - You would prefer to hire a SuperNerd to handle the details while you stick to what you do best: saving lives. Why Flat Fee-Only? We understand that our clients are looking for a trusted financial planner and reliable advice, not a stockbroker with a sales pitch. That’s why we offer a simple, flat monthly fee—so you can plan and budget with confidence. With us, you won’t have to worry about the typical 1%+ Assets Under Management (AUM) fees that can quickly add up as your investments grow, eating into your returns over time. Tech Pros & Physicians As a physician or tech worker employed by a tech giant like Amazon, Microsoft, or Google, you face unique financial challenges and opportunities. We understand that your time is valuable, and we're here to help ease some of that burden. Our financial planning services are specifically tailored to meet the needs of busy professionals like you, offering expert guidance that fits seamlessly into your demanding lifestyle.

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