What happens when financial planning meets heart and strategy? In this debut episode, host Raphael Vallier shares how mentorship, mindset, and a holistic approach shape his work at Precision Financial Planning. Discover why starting early matters, how emotional intelligence blends with analytics, and why long-term care is a game-changer for families. Raphael’s journey—from childhood inspiration to helping clients align their finances with their values—offers fresh insight into building wealth with purpose. Whether you’re curious about legacy, tax strategies, or just want to know what makes a financial navigator tick, this episode charts a new course for financial clarity.
If you’re ready to map out your financial future, schedule your complimentary consultation with Raphael and his team here.

Building Your Financial House: Start with a Strong Foundation
11:32

Dead Money: The Silent Threat to Your Wealth
14:14

Legacy Planning Isn’t Just for Billionaires—Here’s Why You Need It
17:11