Clients

Thank you for your interest in Waller Financial Planning Group! We are excited that you have taken the first step in taking control of your financial future. At Waller Financial Planning Group, we believe that by taking a comprehensive view of your financial status and combining it with a long-term vision of growth, we can help you reach your lifestyle and legacy goals.

Who We Serve

Waller Financial understands the uniqueness of each client’s financial history and enjoys working with clients who have a variety of planning needs. Clients generally fall into one of two categories: those seeking to begin the financial planning process and those transitioning from one stage of life to another. No matter which stage in life, all of our clients are seeking the comprehensive, long term philosophy to financial planning that we offer.

Waller Financial’s Commitment to Clients

Waller Financial Planning Group approaches each client relationship with the same set of values that drive our goal of providing the highest quality in financial planning services. At Waller Financial, our team provides to each client:

Professional Expertise Waller Financial Planning Group’s financial planners must receive a Certified Financial Planner® designation, which requires that they pass a rigorous board-certification process. Though the achievement of a CFP® designation is not currently required by law in order to provide financial planning services, Waller Financial believes that this designation is essential to ensuring that each client receives consistent, professional advice at all stages of the planning process. A Personalized Plan Waller Financial Planning Group assigns a team of highly trained professionals, led by a Certified Financial Planner®, to each of our clients. This approach allows the firm to thoroughly understand and meet your individual needs. Your dedicated financial planning team will work to understand your unique financial position and will be available to answer any questions that you may have at any point in the financial planning process. Honesty and Integrity Waller Financial Planning Group believes that a client receives the greatest benefit when matched with an advisory team that is suited to meet their needs. A Certified Financial Planner® will work with you to understand your financial history, challenges, and goals to ensure that our services are the best fit for your unique financial position. If our services are not the best fit for your needs, we will attempt to provide you with a trusted alternative that will be able to provide the services you are seeking. Unlike many financial planners who charge clients by transaction or type of service provided, Waller Financial operates on a fee-based structure to provide straight-forward, fair pricing to all of our clients. The fee for services is based on a client’s unique financial situation.

To begin the journey toward your lifestyle and legacy goals, contact a Certified Financial Planner® today at 614-457-7026 to schedule an introductory meeting.