Walden Foundations
A trusted voice dedicated to helping your high school or college aged child understand the importance of making smart financial decisions early in life.
Our “Why”
Walden Foundations was created to help students understand the significance of making smart financial decisions early in life. Our approach will focus on three simple, yet important concepts: automate, invest and compound.
We know that the earlier you start investing, the more you benefit from the compounding of interest, so this program will highlight that point and provide tactics and tools to get started.
While most parents are capable of explaining these ideas to their child, sometimes the messenger is more important than the message, and an outside voice might be needed to get buy-in. We hope to help the next generation establish good financial habits by being that trusted voice.
Includes:
One in-person meeting with Josh
Digital takeaway including educational material, custom projections based on career interests and income potential, directions to establish self-directed investment account, and a short list of investments to consider to get started
E-mail and text support to answer questions and provide insights
Access to digital financial planning and investment tools
This service might be a good fit for you if you’ve had any of the following thoughts:
I love my kid(s) and want nothing but the best for them.
I’ve been smart with my finances but struggle to effectively communicate the importance of planning to my child.
I can explain the technical aspects of saving, investing and compounding of interest, but can’t seem to get my child to care about it.
I don’t have the tools to effectively illustrate the growth of a portfolio over time.
I don’t know what type of account makes most sense for my child to start investing in.
My current advisor doesn’t offer a service for high school or college age students.
I don’t know much about investing, but would like my child to.
How much:
One-time fee of $250
How to get started:
Fill out the form below and we’ll be in touch!