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Walden Planning

The Walden Planning process was designed to help our clients accomplish their long-term financial goals while living their best lives NOW.


Walden Planning is a transformational process that empowers intentional financial behavior. Our process focuses on four key areas:

Financial IndependenceIdentifying the point in time at which you may sustain your desired lifestyle using only the financial resources you have accumulated

Bridging the Behavior GapIdentifying the gap between the life you TRULY want to live and your current financial habits


Resource ProtectionEnsuring your most valuable resources, including your time, are adequately protected


Life After MeMaking sure the practical steps are completed now to prepare for the unexpected

To create your plan, we’ll utilize industry leading financial planning

technology and provide you with your own personal website that will include:





An aggregated overview of all your financial accounts


Portfolio allocation insights


Cash flow and budgeting insights


Financial goal projections


Secure digital vault to store your most important documents





In addition to advising you on every aspect of your financial life, our process

aims to go deeper, helping our clients find true, meaningful financial freedom.


Fiduciary Investment Management

Through ESG integration – the practice of incorporating Environmental, Social and Governance factors into investment decisions – we can maintain the goal of finding the best risk-adjusted return while potentially aligning an investors personal value with their investments, favoring companies that have high ESG standards.


The Fiduciary Investment Management process is just that, a process. We rebalance our portfolios based on institutional research and analysis on a proactive quarterly schedule.

Our process focuses on six key areas:





Your Risk Tolerance


Your Personal Values (at your discretion)


Your Time Horizon


Your Liquidity Needs


Integration with Your Financial Plan




Once we’ve thoroughly examined each of these areas, we’ll work with you

to find the right portfolio allocation to meet your needs.

From there, we’ll update you

We believe investing is much more science than art, which is why we utilize an evidence-based portfolio management process, employing low-cost ETF’s diversified across various asset classes to accomplish our clients’ goals.
We also believe that there is opportunity to do good while doing well, which is why we have a focus on Sustainable, Responsible Impact Investing.

fiduciary investment
Sustainable Investment

Sustainable, Responsible, Impact Investment Management

Sustainable, Responsible Impact (SRI) Investing is an investment discipline that seeks to maximize financial return while simultaneously advancing an idea, belief, or cause that is important to the individual investor, with the hope of changing the world for the better.

There are many ways to implement a SRI investment approach. Our method of choice is through ESG integration - the practice of incorporating Environmental, Social and Governance factors into investment decisions with the goal of finding the best risk-adjusted returns for our clients. Simultaneously, an ESG portfolios may align with an investors personal values, favoring companies that have high environmental, social and governance standards.  


The SRFIIM service utilizes low-cost ETF's across six risk profiles:
Walden ESG - For clients interested in ESG integration for risk-adjusted evaluation and potential alignment of their portfolio with their personal values.

There is no guarantee that a company with a strong ESG score will outperform a company with a lower ESG score in any given market environment. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. 




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