We help women planning for or in retirement grow and enjoy their wealth through personal service for a fraction of the cost of traditional financial services.
How it works
"Listen, Learn, Choose, Update." Everything starts with a conversation. We will come to you and get to know you. We will listen to what you have to say and learn what you would like to do, what you may worry about, and what your priorities are. From there, we have a conversation about what is possible and what it means to choose one option over another. Next, we take action by making our choices and going forward. Thereafter, realizing that priorities and possibilities change over time, we see what happens and make updates as we go. It's a journey and we're with you the whole way.
Investing
We believe that investing should be simple, clear, and for a purpose. We believe in globally diversified portfolios of low cost index funds designed to reduce risk and capture returns efficiently. We believe in staying with a plan through the ups and downs and rebalancing as we go.
We also believe women should be able to afford the professional support needed to implement these recommendations. That is why we offer a low monthly fee of 0.03 percent of assets and we discount assets by liabilities, e.g., home mortgage, etc.
Financial Planning
We believe that financial well-being depends on more than investments. We believe in simplifying financial lives through organization and consolidation. We believe in using insurance products for insurance, not investments. We believe in developing a plan of care before care is needed.
We also believe women should be able to afford the professional support needed to implement these recommendations. That is why we offer a low monthly fee of 0.05 percent of income.
Contact Us
Let's get started! Send an email to bob.walsh@wealthcarefp.com. Bob Walsh is a Washington DC area (Bethesda, Potomac, Tysons Corner) fee-only financial planner. He is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.