Money Story | Rachel Clawson, CFP®

Money Story | Rachel Clawson, CFP®

Posted by Anna Sergunina on Mar 5, 2021
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Meet Rachel Clawson, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she found a parallel between how well you take care of your own physical body is no different from how well you take care of your finances. Rachel’s background as a personal trainer allowed her to bring her coaching style approach into her work with clients in their 30s & 40s. We go into understanding how Rachel’s own Money Story has allowed her to relieve herself from having fearful ideas and fearful feelings about money and find love for travel, wineries, and her three fur babies.

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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