Financial Counseling

We provide Financial Counseling to individuals and couples who seek general financial assistance or a second opinion. This is a short-term engagement where the client seeks the advice of a professional but prefers to implement the changes independently.

The rate for Financial Counseling is $175.00 per hour with a minimum of 3 hours per year.

An estimation of hours is provided before any work or advice is rendered.

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, 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.

14143 Denver West Pkwy, Suite 510 • Golden, CO 80401
6000 Greenwood Plaza Blvd., Suite 100 • Greenwood Village, CO 80111
phone: (303) 252-0852 • fax: (303) 393-2365

Financial Planning offered through Walsh Financial Solutions, a Registered Investment Advisor.

Securities offered through LPL Financial. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, IL, VA, and WV.
LPL Financial is not affiliated with the Financial Planning Association (FPA®) or Colorado Financial Partners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with plaque design)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.