“A Great Question Can Make All The Difference” Series – #4 What Is Your Money Story?

July 10, 2024
Money Story

Knowing your money story can help you make appropriate financial decisions. In Tana Gildea’s next “A Great Question Makes All The Difference” series video, she goes through how you can figure out your money story.

Watch here: https://youtu.be/xAPx6Nrb7iI

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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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