Beth V. Walker

Life’s financial journey is a lot like climbing – and descending – a mountain. The ascent takes planning, endurance, and strategy, but it’s often the descent that surprises people. That’s when your footing can slip, the path isn’t as clear, and decisions you thought would be simple turn out to be the most challenging. As an experienced guide, I help clients navigate both the climb and the descent, ensuring that each step helps supports the life they want to live.

I love helping my clients navigate life’s big changes. Whether it’s a family shift like divorce, widowhood, financing college or becoming an empty nester, a career change or selling a business, or building and maybe more importantly distributing wealth for retirement, my clients see me as an enthusiastic partner who sees the whole landscape, not just the nearest trail marker. I don’t look for the easiest answer; I look for the best one. Together, we map out routes that make sense for my client’s lives, not just their portfolios, so their money works in harmony with their goals.

As a lover of the outdoors, I’ve learned that the part of the trip you don’t expect to be difficult often requires the most guidance. Knowing how to set up camp isn’t the same as knowing how to take it down. Packing a backpack efficiently is different from knowing what to leave out entirely. In the same way, life’s transitions require skill, foresight, and the help of a great guide.

Financial planning can feel overwhelming, but with over 25 years experience in the financial industry, I can help you fully understand and feel confident in your choices and future. My clients know me as someone that takes the time to truly understands their goals and create a plan that feels both personal and practical.

If you’re standing at the base of a new climb – or beginning a descent you didn’t expect – I’m here to help you move forward with confidence, clarity, and a plan that works for your personal journey