Why We're Different
Our Approach
Holistic Financial Planning
Financial planning isn’t just about isolated tasks like saving, investing, or buying insurance. It’s about how all these elements work together to support your unique financial objectives. At Walled Lake, we bring all these elements together into a unified plan to create a clear, effective path to your goals.
Regular Reviews and Updates
Our team knows that life is not a straight line, and your financial plan should reflect that. Our review sessions, recommended at least quarterly, are designed to keep your plan up-to-date and effective, discussing market conditions and any changes in your personal life. With meetings conducted in person, over the phone, or online, we offer convenience and flexibility to stay connected and informed.
Fee-Only Independent Advice
As an Independent Registered Investment Advisor, our advice is driven solely by your interests. We operate on a fee-only basis, meaning we don’t sell investment products or take commissions from third parties. Our success is measured by your success, and our recommendations are always in your best interest.
What to Expect
The Introductory Call
This call can be as brief or as detailed as you need. We'll ask questions to understand your situation and share insights about our approach and capabilities. We are not everything for everybody, and it’s important to us that our capabilities and approach match your specific needs and preferences. After this call, you can decide if you'd like to proceed with the next steps.
The Initial Meeting
The first meeting is the perfect time to discuss your financial situation in detail, providing us with the specific information needed to start planning effectively. We'll explore your financial background, review your assets and liabilities, and discuss your long-term objectives.
Working Together
Like you, we seek the right fit for our relationships. If everyone feels confident in the partnership after the initial conversations, we will move forward with formal arrangements. Our ongoing meetings can be conducted face-to-face, via phone calls, or online. You can even view a shared computer screen from your home or office, making the process seamless and convenient.
