Price is what you pay. Value is what you get.
– Warren Buffett
Our Fees
We charge either an hourly fee or a fixed fee for our financial planning services.
Service |
Fee |
Financial Consulting |
$275.00 per service hour, billed in 15-minute increments. We will provide an estimation for the services identified and the hours required before we render any work or advice. |
Financial Planning |
We believe that the complexity of your financial situation can be estimated, and a fixed fee can be calculated, on the basis of your Income and Net Worth. |
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.