Money Story | Liz Gillette, CFP®

Liz Gillette Money Story

Money Story | Liz Gillette, CFP®

 

Liz Gillette, CFP® is a financial planner at MainStreet Financial Planning, Inc.

Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing priorities that they’re facing, such as enjoying life in the now vs. saving for college vs. upgrading their house vs. building a nest egg for retirement, and so on!

Having had the opportunity in her early 20s to put herself on the right path financially out of necessity sparked her interest in doing the same thing for others. Liz believes that there is a different type of advice for different phases of your life and that’s how she’s guiding her clients on their financial journeys. Tune into our discussion to learn more.

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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