A financial plan is an in-depth examination of your financial situation related to your life goals. It covers tax planning, risk management, educational funding, investments, retirement planning, and estate planning, all custom tailored to your objectives. It is written and supervised by your dedicated CERTIFIED FINANCIAL PLANNER™ Professional and it is the next logical step after a Red Flag Audit®.
At Walsh & Associates, financial planning guidance comes from years of experience and extensive credentials in financial services. Our process couples an objective viewpoint unhindered by product sales commissions with strategic planning according to the things that you have identified are important to you. Once the financial plan is completed, does the relationship end? We hope not since financial planning is a process and not a “one-shot deal.” As your financial situation, life circumstances or political/economic conditions change, your financial plan should be monitored and updated to reflect those changes.
Comprehensive wealth management is a long-term relationship business. Planning, implementing, reevaluating, planning and implementing again are the cycle of success. Given our years of experience with many different clients, it could be said we are in the financial wisdom and judgment business. We help individuals and their families prosper and sustain wealth today and into the future through sound financial strategies.