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Show notes:
Anna is the President and CEO at MainStreet Financial Planning Inc. She is passionate about everything in personal finance and helping others achieve financial freedom.
MainStreet Financial Planning Inc. is a fee only financial planning firm founded in 2002. Anna joined the team and became the president in 2006. Anna's long term goal is to grow Mainstreet into a household brand for financial planning.
On this episode you'll learn:
-Anna's Background and how she became a CFP
-Differences between a CFP vs a Financial Advisor
-The concept of Money Roadmap
-Anna's definition of financial freedom
-Different types of cashflowing assets
-How to pick your financial planner
-Money Dates w/ your partner or yourself
Contact Info:
Instagram: https://www.instagram.com/anna8sergunina
LinkedIn: https://www.linkedin.com/in/anna-sergunina-b5a762182
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9191 ratings
Show notes:
Anna is the President and CEO at MainStreet Financial Planning Inc. She is passionate about everything in personal finance and helping others achieve financial freedom.
MainStreet Financial Planning Inc. is a fee only financial planning firm founded in 2002. Anna joined the team and became the president in 2006. Anna's long term goal is to grow Mainstreet into a household brand for financial planning.
On this episode you'll learn:
-Anna's Background and how she became a CFP
-Differences between a CFP vs a Financial Advisor
-The concept of Money Roadmap
-Anna's definition of financial freedom
-Different types of cashflowing assets
-How to pick your financial planner
-Money Dates w/ your partner or yourself
Contact Info:
Instagram: https://www.instagram.com/anna8sergunina
LinkedIn: https://www.linkedin.com/in/anna-sergunina-b5a762182