“A Great Question Can Make All The Difference” Series: #3 What Is My Ideal Financial Story?

March 12, 2024
Ideal Financial Story

In our third video of this series, Tana Gildea goes through the steps you can take to figure out your ideal financial story.

Watch here: https://youtu.be/JA_Llt1cJtU?si=ofrEiCdrFsrat0xW

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Tana Gildea, CFP®, CPA, CCFS

Principal

Tana Gildea is a Principal who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

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