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Valkyrie Financial, LLC

Valkyrie does financial planning with an emphasis on coaching and empowerment. The firm is designed to take a complete look at a client's financial picture (building and sticking to a budget, saving, debt analysis, retirement accounts, investment allocation, insurance, estate planning, and on, and on...), with bite-sized meetings monthly to tackle one important assignment. This way the client starts to consistently pay attention to their financial picture and - more importantly - feel like they understand what is happening. Clients also receive a resident financial expert-on-retainer and an accountability partner.
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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Advisors at this Office

Sarah Paulson, CFP®
NAPFA-Registered Financial Advisor
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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This Office

2211 E Sienna Way Wisconsin, WI 54913 Phone: 9203096917

Primary Office

2211 E Sienna Way Wisconsin, WI 54913 Phone: 9203096917