Cash Flow Planning and Budgeting Clinics | Walsh Financial Solutions

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Motivation is what gets you started. Habit is what keeps you going.

– Jim Ryun

We provide Cash Flow Planning and Budgeting Clinics to individuals and couples who seek help specific to their cash flows.

These sessions include best practices for capturing, organizing, and monitoring cash flows. And, we provide training for Mint and Quicken, software programs that aid you in tracking and managing your cash flows.

Cash Flow Planning and Budgeting Clinics are offered monthly and the registration fee is $50.00 per clinic.

Upcoming Clinics

We invite you to visit with us for a complimentary one-on-one Orientation Meeting where we introduce you to The Walsh Financial Solutions 5 Step Financial Planning Process, review the different levels of service, define what makes up a mutually rewarding relationship, and discuss our fee schedule.

Call us to set up your complimentary one-on-one Orientation Meeting and get started on your journey.

Financial Planning Offered Through Walsh Financial Solutions, a Registered Investment Advisor.
Securities Offered Through LPL Financial. Member FINRA/SIPC.
Walsh Financial Solutions and LPL Financial are separate entities.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, FL, IL, KY, MD, NM, NV, VA, WA, and WV.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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