walshfinancialso

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

– Warren Buffett

Our three Financial Planning Programs are tailored by your specific needs and objectives.

Service

Fee

Cash Flow Planning and Budgeting Clinics

$50/clinic.  Clinics held monthly.

Financial Counseling

$200/hr - 3 hour minimum.

Financial Planning

Based upon a fee schedule using Income and 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, define what makes up a mutually rewarding relationship, and discuss our fees.

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

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