Price is what you pay. Value is what you get.
– Warren Buffett
Our Fees
We charge either an hourly fee or a flat fee for our financial planning services.
Service |
Fee |
Financial Counseling |
$250.00 per service hour, billed in 15-minute increments. We require a minimum of 3 service hours per consultation to properly administer financial advice. We provide an estimation of service hours before we render any work or advice. |
Financial Planning |
We believe that the complexity of your financial situation can be estimated, and a flat fee can be 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 fees.
Call us to set up your complimentary one-on-one Orientation Meeting and get started on your journey.