Val Baumann, Neighbor

Unlike many financial advisers, whose primary focus is selling investment products, Val’s mission is to provide people with the knowledge and strengths they need to achieve financial freedom and personal empowerment through education and coaching.

She specializes in interactive teaching programs and online resources. Her programs include written planning tools and exercises so participants can begin applying their new knowledge immediately.

Val has over 25 years of financial experience as a lawyer, business executive and coach for several Fortune 500 Companies. Her love of teaching and financial education led her to start her Company.