walshfinancialso

banner-about

It is the greatest of all mistakes to do nothing because you can only do a little. Do what you can.

– Sydney Smith

We provide Financial Counseling to individuals and couples who seek general financial assistance or a second opinion.  This is a short-term engagement where the client seeks the advice of a professional but prefers to implement the changes independently.

The fee for Financial Counseling is $200.00 per service hour.  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.

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.

Red Green Blue Neutral