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A free financial assessment to answer the following questions:

  1. At what age will you reach financial independence?

  2. Can your investment strategy be improved?

*note: the assessment is not a full comprehensive financial plan.


To help you make an informed and educated decision about whether or not to hire our firm as your financial advisor.


Mid-career families that would like to delegate their financial planning and/or investment management to an expert so they can spend their time on what matters most to them. 

Your Free Financial Assessment

Listen & Learn

Hiring an advisor is a big step, and we want our clients to feel confident and comfortable with their decision.


To that end, we want to get to know you; who you are, what you value, and what you are looking for in a financial advisory relationship.

You'll probably want to know a bit about us too, so we'll be sure to leave some time to answer all of your questions about our planning and investment philosophy, processes and fee's. 



Our Work

Your free Financial Assessment will be guided by your answers to a brief digital survey. With this information and our understanding of who you are, we will use our expertise to complete an analysis intended to answer the following questions: 

  1. At what age will you reach financial independence?

  2. Can your investment strategy be improved?

If you are already doing everything right we'll validate your work send you on your way!





Assessment Review  

We will review the results of the assessment and discuss the recommendations and strategies that we would utilize to improve your situation. 

We will also discuss in detail what a relationship with our firm would look like; the services we will provide, our deliverables throughout the year, how often we will meet and our fee. 


*Remember, unlike most firms, we don't earn commissions from the sale of products. If you choose to hire us you'll know exactly what you're paying for and how your paying for it. Most of our clients pay us through an asset based fee deducted from their investment accounts, monthly financial planning fee, or a combination of both. 

You will walk away from this meeting fully informed as to the value that we will provide if you choose to hire us as your financial advisor. 




We are interested in forming long-term relationships. To that end, we want you to feel comfortable with your decision to partner with us, so it’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to consider the following questions:   

  1. Do I like/trust/respect the team at Walden Financial?

  2. Will the benefits they provide exceed their cost?

  3. Do I understand and agree with their financial planning and investment philosophy?

  4. Do their recommendations make sense to me?

If the answer is "yes', we'll proceed to the next step. If not, we'll part ways as friends. 



Let's Go!

If we mutually decide to work together we will provide our Advisory Agreement for your review and request additional personal information to get started.

During this meeting, we will answer any lingering questions you may have and tee up the logistical next steps of working together.

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