Money Tip: Life Organizer

Money Tip: Life Organizer

In today’s Money Tip, your host, Liz Gillette, is talking about building a “life organizer.” This organizer is a go-to place to store any bills, vendors, and financial resources you and your family members may need. Want the free life organizer template? Email Kassy@mainstreetplanning.com and we’ll send it your way!

MainStreet Team
MainStreet Team
info@mainstreetplanning.com

MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

Get Started with MainStreet

Stay updated on future articles, shows, and podcasts