Money Tip: Life Organizer

Money Tip: Life Organizer

Posted by MainStreet Team on Jun 14, 2021
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In today’s Money Tip, your host, Liz Gillette, is talking about building a “life organizer.” This organizer is a go-to place to store any bills, vendors, and financial resources you and your family members may need. Want the free life organizer template? Email Kassy@mainstreetplanning.com and we’ll send it your way!

MainStreet Team
MainStreet Team
info@mainstreetplanning.com

MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

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