Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances.

– Certified Financial Planner Board of Standards, Inc.

At Walsh Financial Solutions, we believe that clients receive the most relevant and highest quality financial planning advice when we perform a thorough analysis, present comprehensive recommendations, and develop a plan for continual improvement.

We provide Financial Planning to individuals and couples who seek a comprehensive financial review and ongoing planning, service, and support.  This is a long-term engagement.  Together, you and the Walsh Financial Solutions team implement the recommended changes.  We also determine our meeting frequency and ongoing communication.

Our fee structure reflects our promise to deliver sound financial advice relating to your entire life.  As such, we strive to maintain or improve your net worth, while empowering you to make informed decisions that may affect your net worth.

Your Financial Planning Fee will be based upon a fee schedule using Income and Net Worth (your Assets minus your Liabilities).  The fee is set annually and is billed on a quarterly basis.

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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