Money Story with Katherine Edwards, CFP®

Katherine Edwards - Money Story

Money Story with Katherine Edwards, CFP®

Meet Katherine Edwards, CFP®. Everyone’s journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now – and why that affects our financial decisions today – offers a deep level of richness to the conversation.

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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