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 hour and we require a minimum of 3 hours per year.

An estimation of hours is provided before any work or advice is rendered.

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.

Red Green Blue Neutral