It is the greatest of all mistakes to do nothing because you can only do a little. Do what you can.
– Sydney Smith
Financial Counseling
Sometimes you need targeted advice or a second opinion. Our Financial Counseling program provides a low-cost way in which you receive the answers to your specific questions.
We provide a Financial Counseling engagement to individuals and couples that includes general financial assistance or a second opinion. This is a project-based engagement where the client seeks the advice of a professional but prefers to implement the changes independently.
This program includes an informational interview by phone, pre-meeting financial analysis, one (1) meeting where we present our recommendations relating to one (1) or two (2) of the selected financial planning services, and a written action plan if requested. The engagement will end at our presentation of the recommendations and our delivery of any mutually agreed-upon deliverables.
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.