Our Process

Valecka Wealth Management adheres to the CFP and Financial Planning guidelines and uses an 8-step advisory process to help clients organize and simplify their financial life and pursue their goals. 

1. Discovery

2. Individual Financial Plan Case Development

3. Development of a custom personal financial plan

4. Estate Planning and Strategic Partners

5. Education of investment concepts and personal risk analysis – Risk first: return later

6. Design a customized investment portfolio with appropriate benchmark monitoring

7. Implementation of customized investment plan

8. Monitor with ongoing annual review and update planning – Accountability Most Important!

All investing involves risk including loss of principal. No strategy assures success or protects against loss