Our Fees

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Price is what you pay. Value is what you get.

– Warren Buffett

We offer three (3) financial planning programs that are tailored by your individual needs, objectives, and circumstances.

Service	Fee
Cash Flow Planning and Budgeting Clinics	$50.00/clinic. Clinics held monthly.
Financial Counseling	$225.00/hr - 3 hour minimum.
Financial Planning	A flat fee, calculated using your Income (your Adjusted Gross Income from your most recent Federal Income Tax Return) and your Net Worth (your Assets minus your Liabilities).

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 fee schedule.

Call us to set up your complimentary one-on-one Orientation Meeting and get started on your journey.

Financial Planning Offered Through Walsh Financial Solutions, a Registered Investment Advisor.
Securities Offered Through LPL Financial. Member FINRA/SIPC.
Walsh Financial Solutions and LPL Financial are separate entities.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, FL, IL, KY, MD, NM, NV, VA, WA, and WV.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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