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.
Financial Planning
Our most popular Program: Financial Planning provides you with a long-term planning relationship and unlimited counsel and service.
We provide a Financial Planning engagement to individuals and couples that includes in-depth and personalized financial analysis, recommendations, and written action plans through initial and ongoing planning, service, and support. Unlike a Financial Counseling engagement, which is short in duration, this engagement has an annual renewable term.
We are proud to offer The Walsh Financial Solutions 5 Step Financial Planning Process, and all of our financial planning services that may be applicable, to our Financial Planning clients.
For new clients, the initial process consists of three (3) to six (6) meetings, depending on the complexity of your financial situation. The meetings could include areas such as our: Inspiration, Short-Term Financial Planning, Long-Term Financial Planning, Insurance Planning, Investment Planning, and Estate Planning meetings.
From there, we coordinate ongoing review meetings in which we monitor and adjust your financial plans accordingly. For renewing clients, we typically assemble two (2) to four (4) times per year.
With our Financial Planning clients, we strongly encourage continued dialogue regarding their financial matters throughout the service term.
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.