S2. E26. Meet the Money Boss

Anna Sergunina has over 19 years of experience as a Certified Financial Planner and is the CEO of MainStreet Financial Planning, Inc. one of America's largest fee-only, project-based, planning-only focused companies that serve families with young children wanting to grow their wealth and make Smart Financial Decisions along the way! Not only does she emphasize the challenges her clients are facing, but she uses her own personal and professional experience as a mom, wife, and business owner to help her clients live their best financial life and make smart financial decisions...so they can have their dream career, a thriving business, a happy family, perfect health, and of course the MONEY to do it all! Anna is an advocate for financial education, and she has been featured in publications in Business Insider, Forbes, USA Today, Nasdaq, and WSJ. She was named “A Virtual Force” by Morningstar and recognized by Financial Advisor Magazine as one of the Top 10 Young Advisors To Watch in 2017. She also teaches her flagship personal finance management course, Money Flow System, and engages with her audience weekly on her own Money Boss Podcast and her personal brand site www.AnnaSergunina.com Resources Anna mentions in the episode: Jars on Amazon Jar Labels from Kids Money Academy Llama, Llama Loose Tooth Drama book Larry the Bunny Saves his money book Listen to the Money Boss Podcast! ****************************** Spend an hour with me and get 7 hours back in your week with ⁠⁠Mom Time⁠⁠. The ⁠⁠⁠Canadian Mom's Survival Kit⁠⁠⁠ is the first-ever holistic online portal for moms who are looking to make positive change in their lives. Sign up for ⁠⁠⁠Beyond Motherhood⁠⁠⁠: A FREE 5-day video series to help you reclaim your identity, save your sanity and get back to being YOU. Join the⁠⁠⁠ Mom Circle⁠⁠⁠! A (virtual) monthly mom meet-up. Ready to go deeper? The ⁠⁠⁠Busy Moms Toolbox⁠⁠⁠ is everything I WISH that I had access to when I was a young mama starting my family. For more free resources be sure to follow Grow Like a Mother on ⁠⁠⁠Facebook ⁠⁠⁠and ⁠⁠⁠Instagram⁠⁠⁠, and read the ⁠⁠⁠blog⁠⁠⁠!

There are no comments yet.

Please log in to write the first comment.