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Our Process

At StatonWalsh our process is centered around the client experience. We believe building a strong, long lasting relationship with our clients is the foundation of any successful plan. During our discovery process, we spend time getting to know our clients beyond the numbers to provide a higher level of service and understanding to each individual, family, and business. We understand that financial planning can be a daunting task, and we aim to make the experience enjoyable, educational and efficient. During the Planning and strategy phase of our process we focus on finding solutions that fit your “why” for wealth. We believe every financial plan should be approached with a purpose. We also believe that any trusted relationship is built on honest, objective, and transparent advice. Prior to implementation, we ensure every client understands what fees/costs are associated with our recommendations and what they go towards.  Starting your journey towards financial success is heavily reliant on proper implementation. During this stage we provide hands on guidance to our clients to ensure seamless implementation of their plan. Once implementation is complete, our job is just beginning. As your life changes so should your plan. Our commitment to our clients is to be a partner on this journey. We feel planning is a living process that should adapt and grow with you and ultimately provide you a pathway to financial confidence in any stage of life.