Valor Wealth Group

09/01/2026

One year ago, we launched Valor Wealth Group with a simple idea: wealth management could be both deeply personal and highly sophisticated.

Over the past year, we have had the privilege of welcoming incredible families and individuals to Valor. We have helped clients navigate transitions, think differently about their investments, review private market investments, plan for the next generation, and make decisions that go far beyond a portfolio.

But what we are most grateful for is the trust.

Starting an independent firm meant asking people to believe in us, sometimes before there was much more than a vision and a commitment to build something exceptional. Thank you to our clients, families, friends, professional partners, and everyone who has supported us on this adventure.

Happy 1st anniversary, Valor Wealth Group. Here’s to year two.

Your values. Your legacy. Our guidance.

08/25/2026

Sometimes the plan changes.

My husband and one of his best friends decided it would be a good idea to ride their bikes 153 miles from Northern Michigan back home. They didn't plan for the storms.

This photo was taken somewhere along the way, taking shelter under a carport and apparently reconsidering some life choices.
They eventually got back on their bikes and made it home.

There's probably a financial planning analogy here somewhere about having a good plan, adjusting when circumstances change, and keeping your eye on the destination. But mostly I just really love this picture... and I'm incredibly impressed they finished. 😂

08/20/2026

She climbed a Fourteener at 15, and I wasn't there for it.

This summer, my daughter climbed Mount Yale in Colorado on a church trip. I love this photo of her at the top, partly for the view, but mostly for what it represents: she did this without me.

As parents, we spend so much time trying to give our kids opportunities and make life a little easier for them. But some of the most important things we can give them are the confidence and resilience to do hard things on their own.

It's a version of a question I sit with often in my work with families: How do we give our children a head start without taking away the climb?

Creating financial security for the next generation is one thing. Passing along the values, work ethic, faith, resilience, and perspective that helped create it is something entirely different.

Ultimately, the goal isn't simply to transfer wealth. It's to raise capable people who are prepared to steward it well. Sometimes that means stepping back and letting them make the climb themselves.

08/18/2026

Last week, I traded in my laptop for a backpack and headed to Isle Royale with my two older daughters.

My middle daughter is heading back to Michigan Tech for her third year, so we're taking advantage of the drive north and squeezing in a three-night backcountry trip together before we drop her back at school.

The older they get, the more I realize how rare it is to get this kind of uninterrupted time together. No packed schedules. Very limited cell service. Everything we need on our backs. And three days to hike, talk, laugh and probably wonder why we thought carrying all of our own food sounded fun.

I spend a lot of my working life talking with people about building, investing and preserving wealth. But ultimately, there has to be a reason we're doing all of it. For me, this is one of them.

Not every good investment shows up on a statement. ❤️

08/13/2026

Why are people so overwhelmed by finances after losing a spouse? Because there's more to take care of than anyone expects.

It's normal to feel buried when dealing with everything on your own. Whether you're in the middle of it now or just want to be more prepared later, that's a conversation I'm always glad to have.

08/11/2026

Losing a spouse is devastating enough. Then comes the paperwork.

Bank accounts. Retirement accounts. Social Security. Car titles. Even when everything is organized and nothing has to go through probate, there's still a surprising amount to untangle. Small things you'd never think of until you're the one dealing with them.

I've sat with a lot of clients through these near-impossible times. You don't have to figure it out alone.

Discover fiduciary wealth management services focused on trust, clarity, and personalized advice to help you build your legacy. Schedule a free consultation today.

08/06/2026

Talking about death and dying is hard for almost everyone, including me. I've just learned how to make it a little less hard.

Some of the most difficult moments clients bring to me involve loss, and it's so much harder when the important conversations were never had. A lot of my job is asking the uncomfortable questions gently, and sitting with people while they work through them.

It doesn't make the conversation easy, but having it ahead of time can make what comes after a little more manageable.

08/04/2026

Some of the most important financial planning conversations have nothing to do with markets or money.

They're about what happens when someone we love is gone, and whether the people left behind know what to do next. The families who have already talked through the hard questions are often a little more prepared for what comes after than the ones who haven't.

It's not an easy conversation to start. But having it before you need it can make things easier for the people you leave behind.



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08/03/2026

A business sale is rarely a single event. It's the outcome of years of decisions.

We love being part of that process three to five years before a sale. That kind of lead time gives room to work alongside a family's CPA and attorney on strategies that can help with income tax and estate planning, and even weigh in on how assets are owned.

It can make a meaningful difference in the after-tax outcome, but only if there's time to put the right pieces in place.

If a sale is somewhere on your horizon, it's worth starting that conversation now, even if "now" feels early.

07/30/2026

How far ahead should you start planning before selling your business? My answer: three to five years.

Selling a business isn't only a tax and estate question. It's also about who you choose to sell to.

I like being part of that decision early too, whether it's helping think through the investment bank selection or weighing the tradeoffs between a private equity buyer, a strategic buyer, or a family office. Those choices shape a deal as much as any tax strategy does.

The families who loop us in before that decision is made tend to end up with more options.

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