walshfinancialso

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Price is what you pay. Value is what you get.

– Warren Buffett

We offer three (3) financial planning programs that are tailored by your individual needs, objectives, and circumstances. 

Service

Fee

Cash Flow Planning and Budgeting Clinics

$50.00/clinic.  Clinics held monthly.

Financial Counseling

$200.00/hr - 3 hour minimum.

Financial Planning

A flat fee, calculated using your Income (your Adjusted Gross Income from your most recent Federal Income Tax Return) and your Net Worth (your Assets minus your Liabilities).

We invite you to visit with us for a complimentary one-on-one Orientation Meeting where we introduce you to The Walsh Financial Solutions 5 Step Financial Planning Process, review the different levels of service, define what makes up a mutually rewarding relationship, and discuss our fee schedule.

Call us to set up your complimentary one-on-one Orientation Meeting and get started on your journey.

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