Walsh Financial Solutions

Our most popular program: Financial Planning provides you with a long-term planning relationship and unlimited consulting and service.

According to your financial needs and stated objectives, we will provide in-depth and personalized financial analysis and advice to you through ongoing planning, service, and support.

The Walsh Financial Solutions 5 Step Financial Planning Process provides for verbal and/or written recommendations relating all applicable planning areas.

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.

The services will include all work required and performed regardless of the actual number of hours spent, to discuss your personal finances, implement our recommendations, or revise your personal financial planning. It may include written communications, phone or Zoom calls, research and analysis, preparation for meetings, office or virtual visits, or report preparation and production.

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.