What are your Money Rules?

money rules

What are your Money Rules?

What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending
 2. Earning
 3. Savings

In this episode of the Money Date, Anna reviews money rules: rules she suggests clients need to follow in order to have a successful financial plan. She’ll cover the importance of having a strong handle on income and expenses, the need to simplify your finances, a focus on creating income, and establishing savings goals.

 

 

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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