Becky Walsh

Becky Walsh, founder of Oak Maple Finance, is revolutionizing financial planning with her innovative 'working session' model. She shares how her efficient approach reduces prep time while enhancing client relationships. By structuring onboarding into a six-month sprint with real-time sessions, Becky caters to 'Earners Wanting Advice Now' without losing the personal touch. She also discusses utilizing software tools for financial assessments and the importance of ongoing client engagement through tailored service tiers and supportive peer study groups.