Upcoming Clinics | Walsh Financial Solutions

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I hear and I forget. I see and I remember. I do and I understand.

– Confucius

Cash Flow Planning and Budgeting Clinics

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.

2021 Clinics Coming Soon!

Walsh Financial Solutions Intro Series

Our Intro Series is designed to help new clients - and those considering partnering with Walsh Financial Solutions - understand more about our philosophies, process, and our approach to financial planning.

2021 Intro Series Coming Soon!

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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