Announcing Walden Roots
The objective of Walden Roots is to discover, define, and document your financial purpose in a way that brings meaning to your life.
We believe meaningful financial planning has less to do with getting rich and more to do with utilizing your resources to LIVE A RICH LIFE.
Simply put, we work to enrich our clients lives by inspiring them to live with intention and purpose.
Our financial planning process aims to help our clients discover their Financial Purpose, empowering them to allocate their resources in a truly meaningful way.