PLANNING WITH A PURPOSE
PLANNING WITH PURPOSE
Walden Financial is a mission driven financial planning firm based in Granville, OH. We work to enrich our clients lives by inspiring them to live with intention and purpose. Through our unique Walden Planning process, we help our clients use their resources to achieve financial independence and craft a meaningful life. Our investment management approach is rooted in diversification through strategic asset allocation, and we incorporate sustainable, responsible, impact investment principles allowing our clients to better align their investments with their values.
We work to enrich our clients lives by inspiring them to live with intention and purpose. Through our unique Walden Planning process, we aim to help our clients use their resources to achieve financial independence and craft a meaningful life.
Our investment process incorporates sustainable, responsible, impact investment principles through ESG integration, allowing our clients to better align their investments with their values.
OUR CORE VALUES
We act with intention and purpose in everything we do. We acknowledge that time is our most valuable resource and we use it well, making the most of each day and choosing which learned patterns to disrupt. We establish goals and create a plan to reach them - together.
We believe a rich life is one that is multi-dimensional. We strive to achieve harmony between work, physical, mental and financial health, our relationships and community, thereby making each aspect sustainably stronger.
We are confident in who we are. We are real people doing important work. We embrace our strengths and seek to improve our weaknesses. We build relationships through honesty and humility. We see beauty in simple, high quality craftsmanship, which we aim to incorporate into our everyday practices.
WE ARE UNCONVENTIONAL
Ordinary is not good enough for us or our clients; we answer to a higher standard. We start with understanding our clients' "why", then aim to fully integrate their ambitions and goals into everything they do. We approach our clients' questions and ideas with innovative solutions, and always act in their best interest.
Josh Dandurand, CSRIC™
"I went to the woods because I wished to live deliberately..."
- Henry David Thoreau, Walden
The words of Thoreau changed the course of my life. The concept of living deliberately, simply, thoughtfully and with a purpose, has inspired and informed many of my most important decisions.
From deciding to leave the corporate world to join an advisory practice in 2013, to starting my own firm in 2020, to being the first advisor in the greater Columbus, Ohio area to obtain the Chartered SRI Counselor™ designation, each move has led me closer to my interpretation of Thoreau's words.
Helping my clients live with intention is what gets me out of bed in the morning, but my purpose in life is my family. I've been blessed to have spent the past 13 years creating a life with my wife Jess, a local photographer. We spend a lot of our time caring for our three amazing children (Clara, Emma and Jack), our chocolate lab (George), two cats (Eloise and Leo) and our newest additions, six chickens (names too ridiculous to share).
I've found that staying active is crucial to my sense of balance, so I can often be found at the local Crossfit gym, running or hiking a trail, mountain or road biking, golfing, camping, or simply working on our property, as there’s always something to be done.
As my Poppy would say, "don't put off to tomorrow what can be done today". If you're curious about our firm and how we might help you, give me a call or send me an email at 614-517-1687 or firstname.lastname@example.org. Until then, cheers.
Our financial planning process aims to help our clients identify their “why” and follow an actionable process to use their resources (time, money, talents) to live out their purpose with intention.
Fiduciary Investment Management
Our models-based investment approach combines institutional resources with our boots on the ground to deliver a consistent portfolio management experience to our clients.
Sustainable, Responsible, Impact Investment Management
Through ESG integration, we aim to help our clients find the best risk-adjusted returns while potentially aligning their investments with their personal values, favoring companies that have high environmental, social and governance standards.