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Value Statement Builder

Create customized, professional looking statements to demonstrate your value to current and prospective clients.

Demonstrate your value

Empower your clients to make informed decisions about health care


Planning for retirement can be challenging. Retirees worry about outliving their money, with high health care costs being the biggest worry.1 Put your clients at ease by helping them plan for health care costs alongside their retirement planning.


Customize and save

Our Value Statement Builder allows you to create customizable value statements for your clients. You'll also be able to save and manage your existing value statements.

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A tailored experience

Value statement builder step 1

Take it or tweak it

Use our existing content, change it to suit your needs, or replace it with your own information to create a truly personalized document.

Value statement builder step 2

Use your firm's logo

Take customization to the next level and increase brand awareness by including your firm's logo.

Value statement builder step 3

Pick custom colors

Choose from our broad selection of colors to create documents that complement your firm's existing look and feel.

Value statement builder step 4

Add or remove sections

Manage each section of your document on the fly. You can include or remove any section at any time, and even incorporate additional sections beyond our recommended single-page value statement.

View a sample value statement

Want to see exactly what our value statement builder can create? Download our sample value statement to see how each one can be customized to your unique needs.

Value statement best practices

Best practices for building a value statement


Effectively expressing how you provide value is essential to establishing a foundation of trust and transparency in your client relationships. One of the best opportunities to articulate your value proposition is during the early stages of your client relationships.

Here are five best practices for creating a value statement.

Your mission statement should clearly and simply explain what you do and how you provide value to your clients. A well-articulated statement should help differentiate you and create a positive, memorable impression.

Here are five questions to ask when creating a new mission statement or reevaluating an existing one.

  • Is it short and to the point?
  • Is it memorable?
  • Does it describe the unique elements of your practice?
  • Is it convincing?
  • Is it up to date?

Defining how you help your clients succeed and listing the steps you use in your approach provide a road map that you and your clients can refer to while also providing transparency and building trust.

Ensuring that your clients understand your approach is a critical component of your value proposition. That's why you may want to provide extra emphasis to this section.

Listing your investment planning resources and services helps potential clients gain a practical understanding of how you can help them achieve their goals. It also creates the potential for additional business opportunities and referrals over time.

When listing your services, carefully consider your clients' interests and potential needs. Then tailor your services list accordingly.

Industry research2 has found that your communications approach can make or break your client relationships. In fact, communications-related issues are some of the top reasons clients cited for leaving an advisor.

It's critical to respond to your clients in a timely manner or, better yet, to use a proactive communications approach. Setting the right expectations early in your client relationships that include how you and your clients plan to communicate will pay dividends down the road. The key is sticking to the agreements you make with your clients.

Be specific when describing your review schedule and client callback policy.

Fee discussions can be among the most difficult conversations for financial advisors. However, keep in mind that transparency is vitally important in fostering a trusting relationship with your clients. An open honest fee conversation is critical to achieving that.

Support your fee discussion with a clear explanation of the services you'll provide. Also, describe your fees in simple terms your clients can understand.

If you anticipate a difficult fee discussion, consider breaking it into two parts by presenting a general price range during your first meeting, while assuring that a final fee will be presented at a later meeting, when all of your client's needs have been evaluated.

Another alternative is to give your clients the option of reviewing your fee schedule before you describe your services or waiting until after you've had that discussion. This approach can work to more actively involve your clients in the discussion.

Start building

Let's get started by building your first, customized value statement.

Disclosures and footnotes

1. Overview

Donald G. Bennyhoff, Francis M. Kinniry Jr., and Michael A. DiJoseph, 2018. The evolution of Vanguard Advisor's Alpha®: From portfolios to people. Valley Forge, Pa.: The Vanguard Group.

2. Best practices

Spectrem Group, in partnership with Vanguard, 2017. The millionaire investor: Advisor relationships and changing advice requirements. Valley Forge, Pa.: The Vanguard Group.