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

July 10, 2024
A promotional image for the A Great Question Can Make All the Difference series, featuring Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg Wealth Management. The question posed is #4 - What Is Your 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

A woman with shoulder-length blonde hair smiles warmly. She is wearing a dark blue blouse and a matching beaded necklace. The background shows an out-of-focus cityscape through a large window.

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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