Valerie Gospodarek, CFA
VG Financial Consulting, LLC

Financial Planning & Consulting

  • Home

  • Services

  • For Clients

  • For Professionals

  • About

  • Events

  • Blog

  • Plans & Pricing

  • Contact

  • More

    Use tab to navigate through the menu items.
    Computer Keyboard

    Financial Planning Articles

    • All Posts
    • Cost Basis
    • Estate planning
    • Budgeting
    • Financial Budgeting
    • Executive Compensation
    • Tax Planning
    • Charitable Contributions
    Search
    Valerie Gospodarek, CFA
    • Jan 19
    • 1 min

    Featured in Forbes: Financing Stock Option Exercises In Private Companies

    120
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    6 Actions to Consider Taking Before Year-End

    60
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    6 Questions to Ask Yourself Before Making a Non-Qualified Deferred Compensation Election

    100
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    6 Easy Steps to Creating & Implementing a Financial Budget

    20
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    5 Easy Steps to Creating an Estate Plan

    10
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    5 Ways to Handle Investments with Missing Cost Bases

    30
    Valerie Gospodarek, CFA
    • Jan 6
    • 3 min

    Get to Know Your Cost Basis Now & Save at Tax Time

    30
    Valerie Gospodarek, CFA
    • Jul 24, 2017
    • 1 min

    Featured in US News: How to Determine Your Stocks’ Cost Basis

    80
    VGfinance-SimpleLogo-lg.png

    VG Financial Consulting, LLC

    Financial Planning & Consulting

    Ⓒ 2022 VG Financial Consulting, LLC

    925.954.4966

    valerie@vgfinancialconsulting.com

    Book a call now

    P. O. Box 224

    Lafayette, CA 94549-0224

    • ADV
    • Privacy Policy

    VG Financial Consulting, LLC provides its services only to residents of the United States of America.  The information on this website and any of our social media sites such as Facebook, LinkedIn, etc. is not intended as an offer to provide services to residents of other countries.