At MainStreet Financial Planning, a bi-coastal project based, fee-only financial planning firm with 5 offices in Maryland, Washington DC, NYC, SoCal & NorCal we service a diverse population of clients by providing:. MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services.
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Step by Step is designed to empower you to get organized, take control of your finances, and start achieving your goals. MainStreet has been in the financial planning profession for the past several decades. What we continually find is that people struggle to make (and stick to!) a financial plan. Financial plans are often looked at as too strict, and a little intimidating.
Money@Work is a financial wellness program designed to help your employees decrease their financial stress by providing comprehensive financial planning. An online solution supported by Certified Financial Planners (CFP s), the program helps your employees take control of their personal finances.
By helping empower your employees financially, your organization will improve talent retention rates, increase worker productivity, and grow participation in your organization's employee benefit programs.Easily and regularly track against financial goals. Access spending plans, investment statements, and user-friendly tools to help you stay on track.
By helping empower your employees financially, your organization will improve talent retention rates, increase worker productivity, and grow participation in your organization's employee benefit programs.Easily and regularly track against financial goals. Access spending plans, investment statements, and user-friendly tools to help you stay on track.
MainStreet Financial Wellness Education Workshops are learning events designed to increase your employees' financial literacy around a wide variety of financial planning topics. You'll help your employees reduce stress related to financial matters and have a happier workforce as a result. Our Workshops are one-hour events (online or in-person) designed to address important issues your employees are facing.
Our lives are busy, and it can be tough to find time to focus on your finances! But we all know that what we focus on in our lives is what ends up taking priority. Money is no different! The good news is that you don't have to spend multiple hours each day focusing on your finances in order to find financial success.
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