The Financial Planning Process Explained with Anna Sergunina

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Know Debt, No Problem Podcast with Mary A. Wheeler

Business


On this episode I am joined by Anna Sergunina who is the CEO of Main Street Planning.  Anna has been a certified financial planner for 16 years and her focus is to help individuals better prepare for retirement and other financial goals.  We breakdown the fundamentals of the financial planning process, characteristics and credentials to look for, the cost associated with it, and so much more.   To learn more about Anna visit https://www.mainstreetplanning.com   Follow her on IG @anna8sergunina