A woman in a brown coat looks back over her shoulder at a path that splits in two.

Vale Checkpoint

One decision. Two sessions. A clear answer.

Bring the question you've been going back and forth on. You'll leave with the numbers, your options, and what to do next, and we'll check back six months later to see how it went.

$1,500 flat. That's the whole commitment.

How it works

How it works

First, a call. No charge.

Thirty minutes to hear the question and ensure that Checkpoint is right for you . If it isn't, we'll say so.

Phone screen showing a call in progress with Vale Wealth
Example summary of income, investments, expenses, and net cash flow

Session one: everything on the table.

The numbers, the constraints, and what's actually making this hard. No forms to fill out.

Session two: you get a clear answer.

Plain language, the actual numbers, your options, and what to do next, including what to bring to another specialist, if you need one.

Example plan sections: executive summary, projections, savings, and insights
A Wealth Summary PDF, ready to download or forward

A written summary you keep.

Yours to act on, or to hand to whoever needs it.

A check-in six months on.

How it played out, and whether anything's changed since.

Calendar notification for a Vale Wealth check-in

This may be right for you if:

You're expanding your family

IVF, a new baby, adoption. What it costs, what changes, and what needs to be in place before it does.

You're taking a career break

Or thinking about one. What it costs now, and what it costs later.

There's a big purchase in front of you

A first home, a second property, something large enough that you want the numbers before the decision.

You've been offered something

A new role, a package, equity you don't fully understand yet.

You have one question, and you want one answer

You don't need a plan for everything right now. You need this one thing answered properly.

Two women laughing together while working on laptops

$1,500, flat.

$1,500, flat.

Two sessions, a written answer, and a check-in six months later. No retainer and no ongoing fee.

If you want to keep going afterwards, that's what Vale Access is for.

Two sessions, a written answer, and a check-in six months later. No retainer and no ongoing fee.

If you want to keep going afterwards, that's what Vale Access is for.

Bring the question you've been sitting on.

Thirty minutes to start, by phone or video call. Nothing to prepare, just bring yourself, and if Vale isn't right for you, we'll say so.

Start where you are.

Vale is a Canadian wealth advisory practice built around conversation, clarity, and long-term trust.

© 2026 Vale Wealth. All rights reserved.

Investment advice is provided in partnership with Bold Wealth, a registered portfolio management firm.

Start where you are.

Vale is a Canadian wealth advisory practice built around conversation, clarity, and long-term trust.

© 2026 Vale Wealth. All rights reserved.

Investment advice is provided in partnership with Bold Wealth, a registered portfolio management firm.

Start where you are.

Vale is a Canadian wealth advisory practice built around conversation, clarity, and long-term trust.

© 2026 Vale Wealth. All rights reserved.

Investment advice is provided in partnership with Bold Wealth, a registered portfolio management firm.