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 passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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