Giving You the Support You Need to Focus and Thrive.

Business owners, executives, and retirees all face unique challenges with taxes, investments, and legacy decisions. When life feels overwhelming, you deserve concierge financial planning services to help you simplify the details.

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Services Designed to Deliver Confidence

Retirement Planning

You’ve worked hard to succeed in your career or business. Now the question is: will it carry you through the rest of your life with security and freedom?

Here’s how I help:

  • Create a plan that covers your current lifestyle, plus tomorrow’s needs
  • Achieve confidence about timelines, spending, and income sources
  • Step into retirement knowing you’re prepared for your next great adventure
Tax Planning

Success in life often leads to complicated financial decisions that result in complex taxes. My planning focus seeks to help you keep more of what you earn by keeping tax planning as a core part of financial advice.

Here’s how I help:

  • Balance your decisions between actions to take now to achieve future goals
  • Identify strategies that reduce your tax burden
  • Avoid surprises at year-end and when filing
Business Owner Solutions

When you own a business, your entire life runs through it. I’ll help you bring consistency to both your personal and professional finances, creating alignment that puts your entire financial life into perspective.

Here’s how I help:

  • Integrating business decisions with an eye on personal financial security
  • Strategies to transition smoothly from business income to retirement income
  • Guidance on liquidity events, a succession or sale, and exit planning
Investment Management

Investing shouldn’t feel like guesswork, but too often the typical person doesn’t understand how their money is working for them. I take a disciplined, long-term approach and communicate the process so you get clarity.

Here’s how I help:

  • Strategies designed to help you grow wealth with confidence and seize opportunities as they come
  • Customize to your goals with investments curated from a strong, tested foundation
  • A philosophy shaped by my time as a business-owner who thinks in years, not quarters
Legacy Planning

The impact of your wealth can continue for decades when you intentionally plan for a meaningful transfer of what you’ve created. I help you prepare both the plan and the people you care about.

Here’s how I help:

  • Navigate legacy conversations with empathy and expertise
  • Engage your family in values-based discussions before finalizing a legal plan of action
  • Transfer your wealth with purpose and intention

A Partner Who Stays Close

Financial advice should feel personal, not transactional. I intentionally limit the amount of clients I choose to work with so I can deliver consistent high-touch service, regular conversations, and a commitment to guiding you at every stage of your life.

Transparent Fees

Trust begins with clarity. My fees are simple, upfront, and flexible based on the services you need.

Investment Management

We bill on a percentage of assets under management, starting at 1% of the first $2 million, and lowering from there.

Ongoing Financial Planning

An initial fee of no more than $1,500 plus an ongoing monthly fee of $416-$833 based on complexity.

Project-based Financial Planning

We charge either a fixed, upfront fee or bill hourly based on your needs and complexity. Fixed project costs range between $2,000 to $10,000 and my hourly rate is $250.

Educational Seminars

I offer educational speaking opportunities to organizations and the public on a variety of financial topics, with my fee ranging from $0 to $10,000 based on your audience and scope. 

For complete information about Walsh Financial’s fees, please click here to view Form ADV Part 2A.

Take Hold of Financial Freedom.

Your next step is simple. Schedule a free consultation to start building the confidence to move forward with freedom.

Schedule a Consultation