Work With Us
When it comes to your financial future, you deserve a team that not only knows the subtleties of financial planning and wealth management but also knows you. At Walled Lake Planning & Wealth Management, we offer expert financial guidance with a personal touch, helping you navigate through major life events and prepare for the future with certainty and security.
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.
