About me
My name is Mary Vallieu and I’ve been married to my husband Brian for 30 years. We have two daughters, one in high school and one in college. After moving around the country from Michigan to Georgia (and back), then to Illinois, and Louisiana, we finally settled in North Carolina for the last eight years with our kids and our dog. I love traveling, reading, hiking, cooking, trying new restaurants and spending time with our friends and family.
I grew up on a farm in southern Michigan and remember our parents teaching us about saving for a rainy day, growing our own food, investing for the future and traveling. I became a CPA in 1997 (thanks to a great high school teacher who inspired me) and have always had a passion for money topics, personal finance and enjoy helping others with their finances. I have integrity and have always practiced confidentiality with financial details and will not judge or shame you in your financial journey. I want to help you understand your financial situation better and cheer you on in your successes!
I’m a graduate of Financial Coach Academy and am an AFC® (Accredited Financial Counselor) and have recently joined the Holly Springs Chamber of Commerce!
Frequently Asked Questions
What is the difference between a Financial Coach and a Financial Advisor? Financial Coaches focus on helping change behaviors and day-to-day habits that can affect your family for generations, goal-setting, budgeting, increasing financial literacy; Financial Advisors focus on advanced financial strategies, managing wealth and investments and sell investment products.
What are your fees? I offer different packages which are personalized for you. Once we go through the Discovery Session and I understand what you need, I will give you a personalized plan with prices.
How will we meet? Because of the confidential nature of our discussions, we will meet either via Zoom or over the phone.
What can you do for me? I can guide you along the path towards your financial goals. My job is to understand your situation, provide options and help you make decisions. I will serve as an accountability partner to help you keep striving toward your goals and ensure your money aligns with your VALUES.
Why do people seek Financial Coaching? Everyone needs guidance at some point in their life. With years of experience in my own financial situation and my training and experience as a CPA, I can offer you a better way to empower you in your finances. ARE YOU READY TO MAKE A CHANGE to increase your WEALTH?
Is there a guarantee? I can assure you that I will provide you with custom recommendations for your unique situation, but ultimately you get out of it what you put into it. I am here to facilitate and help educate you on your options. You are in control of each of your decisions.
Who are the clients you serve? My primary focus is on professionals early in their career and women and families going through major life transitions.
What are your qualifications? I became a CPA in 1997 and have experience with individual and corporate income tax, audits, accounting for small businesses and non-profit organizations. I am an Accredited Financial Counselor (AFC®) and have completed the Financial Coaching Academy. I have a passion for helping people, providing value and want to see you flourish!