Not every individual requires assistance in all areas of their financial picture and therefore do not require our Comprehensive Financial Planning service. Instead, clients may only require “project” type of help in one or two areas. This is where our financial consulting services with our various professional partners may be the right option for you.
With this service, they discuss what particular financial issue you need assistance with. They would gather information regarding your concerns, analyze your situation and develop strategies and recommendations.
At Wale Advisory Group, we guide our clients through the estate planning process by combining our expertise with that of our outside team of Certified Financial Planer /CFP™, CPAs, and other professional advisors, if needed.