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 at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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