I'm Jackie Walsh, a fee-only financial planner, CPA, CFP®, and mom of three boys, I help families bring structure and confidence to their financial lives with clear judgement-free guidance that turns uncertainty into direction. I offer comprehensive financial planning, investment management, college planning, retirement planning and tax planning on a flat fee monthly membership. Also, I'm part of a network of independent financial planning and management firms, you get the personal attention of a boutique practice with the support of shared compliance, technology and investment resources.
I have an office in Marshfield, MA and can offer virtual financial planning services to clients nationwide.
Click here to schedule a clarity call today.