Daily Juice 15 – Financial Priorities

Daily Juice 15 – Financial Priorities

Financial priorities and how to figure them out! I love this topic. Sounds sophisticated. It’s really not. Simply said, it is your goals, your life goals, which turn into financial goals because they require capital (money).

We will discuss how to get started on fine-tuning your path:

Step #1:  Simply to take a step back and assess where you are.

Step #2: Make a list.

In the next episode, we’ll discuss how to set priorities and help you stay on track with your goals.

Listen Here!

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

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