Walter Thomas Email & Phone Number

Austin, Texas, United States

At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice. Our Austin-based team has evolved into a highly efficient practice, catered towards those who embrace technology in today’s fast-paced world. We leverage digital tools in ways that allow us to meet more frequently and therefore deepen the personal relationships we have with our clients.Our client's finances touch every major aspect of their life and we take that to heart. Clients can expect 1:1 financial advice and a personalized plan which we will review with them regularly. Clients also have anytime access to their goals and investments to help stay on track. We utilize the latest in financial planning software with a robust client web portal that keeps track of spending, cash balances, investments, and important financial documents.GoalFusion offers family, college and retirement planning as well as wealth and asset management tailored to each client’s needs, goals and plans for the future. We help fuse together a plan when working with clients whether they are individuals, couples, families, or businesses. Whatever stage in life our clients are at, we get them ready for what life brings.

Austin, Texas, United States

Austin, Texas, United States

Collaborated amongst field, quality, design, and management team members to solve problems.Effectively organized multiple project logs and over 1,000 Construction DocumentsDemonstrated Analytical ability and attention to detail in the submittal and buyout processPrioritized multiple time-sensitive tasks weekly to ensure deadlines were metDirected interns through delegation of tasks and training of processes and workflows

Tyler, Texas, United States

Developed strong interpersonal skills and the ability to relate to others well. Encouraged and challenged campers and fellow staffers in their faith.

Austin, Texas, United States

Compiled and packaged requests for information and submittalsAudited various lab gas and plumbing services between contract documentsUpdated various logs as needed to ensure effective document managementParticipated in four internal meetings weekly to learn lessons from four unique projects and diversify experience.

New York, United States

Oversaw multiple concurrent community worksites using volunteer laborAllocated and ordered materials, supplies, and scarce resources for each projectCoordinated interactions between volunteers, homeowners, and staff membersOperated in a fast-paced environment with defined deadlines and minimal supervision

Cfp(R) Certification Professional Education Program, Financial Planning And Services

Successfully completed the education coursework required to take the CFP(R) exam which covered seven courses: General Financial Planning.

Bachelor Of Science - Bs, Construction Science