Let’s Talk About Your Money — No Pressure, Just Clarity

Hi — I’m Dave Levenson, and thanks for taking a moment to stop by.

You likely reached out through SmartAsset because you had a question, a goal, or a sense that it might be time to get a clearer picture of your finances. That’s exactly what this first conversation is for.

This is not a sales call. There’s no obligation, no pressure, and no “one-size-fits-all” pitch.

Instead, we’ll spend a short amount of time:

Talking through what’s on your mind financially
Understanding your goals, concerns, and timeline
Answering any questions you may have
A clear path forward

If it makes sense to continue the conversation after that, great. If not, you’ll still walk away with more clarity than you had before.

About Value Monitoring, Inc.

Value Monitoring is a boutique investment management and financial planning firm, founded in the Bay Area by our father over thirty years ago. We take a high-touch, full-service approach to strengthening your financial health. We work to forge and maintain a relationship that keeps us in close contact every step of the way.

While the behavior of the economy and financial markets is uncertain, our financial planning approach is designed to help you stay prepared for whatever comes your way. We listen carefully to your concerns and guide you through tailored strategies, so you can confidently make the best financial decisions today and in the years ahead.