Financial Planning

Valley National Financial Advisors’ approach to financial planning requires a delicate balance of the science of planning and the art of understanding our clients’ hopes, dreams and aspirations.




Like any relationship, our process always starts with introductions. Your advisor will spend the time up front to get to know you, understand your values, and hear about your goals and aspirations. Plus, you get to know us! We want you to understand our purpose, our processes and our people so that you can tell us if you have found the right place. Our planning process is outlined into clear steps so that you know what to expect from our team today and in the future.

Your advisor will analyze your information, making certain there are no outstanding issues, concerns or questions, and then develop a detailed plan with custom recommendations about how you can reach your goals.

After presentation and implementation of the plan, our ongoing monitoring process includes regular review and communication about progress and performance. So, you can be confident about your financial future.

Behind the scenes our experienced advisory teams leverage the latest industry technology to track your accounts and personal preferences. That team – led by your financial advisor – is available to you any time to help with any questions or changes that may arise. We are here for you when you need us.

A Financial Roadmap is a personalized document with comprehensive instructions and guidelines for you to follow in your financial planning. The Financial Roadmap takes a snapshot of your finances today and projects what will happen to your savings and investments over your lifetime. Your Roadmap takes into account your unique circumstances and aspirations for all areas of your financial life.

A Financial Roadmap can be used to study the impact of stock option exercises, college education funding, family gifting strategies, charitable giving programs, business sale and purchase, and many other complex financial situations. It can also answer questions that will help you further define your goals.


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