Share MainStreet: Help Your Friends Find a Flat-Fee Fiduciary Financial Planner They Can Trust
Most of our new clients come from referrals — thoughtful introductions from people like you who’ve experienced the peace of mind that comes from working with a trusted, independent financial planner.
We’re so grateful when you share MainStreet Financial Planning, Inc. with your friends, family, and colleagues. Your trust means everything to us.
At MainStreet Financial Planning, we don’t manage investments or sell financial products. Instead, we provide objective, flat-fee financial advice that focuses entirely on helping clients make informed, confident decisions about their money. Our only motivation is your success — not commissions or asset-based fees.
If you know someone who could benefit from retirement planning or unbiased, professional financial guidance from a fee-only fiduciary, here’s how to connect them with our team.
Who We Help
We work with individuals, couples, and families who want to feel confident, organized, and in control of their financial future.
Our specialty is retirement planning — helping people in their 40s, 50s, and 60s move from saving to spending with clarity and confidence. We also guide younger families building toward long-term goals like college savings, home buying, and financial independence.
Many of our clients are do-it-yourself investors — smart, proactive people who prefer to manage their own investments but want a second set of eyes and a trusted guide to keep them on track. We help them simplify, focus, and make informed decisions so they can feel confident about their next steps.
About MainStreet Financial Planning
MainStreet Financial Planning, Inc. is a 100% women-owned, women-led, fee-only, fiduciary firm founded in 2002.
We are a virtual financial planning firm, serving clients across the U.S. and worldwide. Whether you live in California, Maryland, Tennessee, New York, Virginia, Washington, DC or abroad, our secure online process makes it easy to get professional guidance from anywhere.
Here’s what makes us different:
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Retirement-focused advice. We help clients understand what retirement really costs — and how to make their savings last.
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Flat, transparent fees. No asset minimums, no AUM fees, and no commissions — ever.
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Virtual and flexible meetings. Meet with your CERTIFIED FINANCIAL PLANNER™ professional wherever life takes you.
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Independent fiduciary guidance. We’re paid only by our clients, and we always act in your best interest.
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Women-led team. Compassionate, approachable, and deeply experienced in guiding families through life’s biggest financial transitions.
We believe financial planning should be accessible, understandable, and empowering — not intimidating.
What We Do
As a flat-fee, fiduciary financial planning firm, we help clients organize their finances, clarify goals, and make confident decisions in every area of their financial life:
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Retirement income and distribution strategies
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Cash flow and budgeting
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Investment allocation and portfolio organization
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College savings and education funding
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Tax and insurance planning
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Managing life transitions such as career changes, inheritance, or downsizing
We offer three main service options:
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Money Roadmap (one-time financial plan): $4,400 for individuals / $5,800 for couples
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Money Roadmap Navigator (ongoing financial planning): includes comprehensive planning, accountability, and ongoing support — $2,000 for individuals/$2,500 deposit for couples, plus $210/month for individuals or $265/month for couples
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Hourly financial planning: $425/hour (ideal for targeted questions, plan updates, or second opinions)
Meet Our Financial Planners
Our team of CERTIFIED FINANCIAL PLANNER™ professionals brings decades of experience helping clients simplify their finances and build financial confidence:
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Anna Sergunina, CFP® – President & CEO, Financial Planner
- Cynthia Flannigan, CFP® – Financial Planner
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Vida Jatulis, CFP® – Financial Planner
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Katherine Edwards, CFP® – Financial Planner
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Jennifer Bush, CFP® – Financial Planner
Learn more about our advisors on our Meet the Team page.
Making a Referral Is Easy
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Think of someone who could benefit from financial clarity, retirement planning, or a flat-fee second opinion — a friend, family member, or colleague.
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Share your experience. Tell them how our planning process helped you feel more organized and confident. You can also share our Google Reviews so they can see what other clients have said.
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Email an introduction to info@mainstreetplanning.com. We’ll take it from there and make sure your friend receives a warm, no-pressure welcome.
Sample Email You Can Send
Subject: Introduction to MainStreet Financial Planning
Hi [Friend’s Name],
I wanted to introduce you to my financial planner, [Advisor’s Name] from MainStreet Financial Planning. They’ve helped me get organized and feel more confident about my financial future.
I thought of you because you mentioned [planning for retirement / wanting a second opinion / looking for financial clarity]. Their team works virtually, charges flat fees, and focuses on helping clients like us — smart do-it-yourselfers who want a clear plan and expert guidance along the way.
[Advisor’s First Name] – meet [Friend’s First Name]. I’ll let you two take it from here!
Best,
[Your Name]
A Personal Thank-You
Your referrals are the heart of our growth and the greatest compliment we can receive. Each introduction allows us to help another family feel organized, confident, and ready for the next stage of life.
As a small token of our gratitude, we make a charitable contribution to your favorite nonprofit for every new client referred by you, through our partnership with TisBest Philanthropy. It’s our way of saying thank you and ensuring that your referral creates a positive ripple effect in the community.
It’s truly a win for everyone.
Thank you for trusting us — and for sharing MainStreet Financial Planning with the people you care about most.
