“A Great Question Can Make All The Difference” Series – #5 How Do You Feel About Your Financial Situation?

August 2, 2024
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In Tana Gildea’s fifth video of this series, she walks through key areas to determine your financial situation as a suddenly single woman.

Watch here: https://youtu.be/eX0onwdcN44

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Tana Gildea, CFP®, CPA, CCFS, CDFA®

Senior Wealth Advisor, Shareholder

Tana Gildea is a Shareholder 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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