Managing and automating your finances has never been easier. There are so many online and mobile tools available (most for free!) that setting yourself up for financial success involves little more than 30 minutes of set-up and a few minutes of monitoring a month. You’re more likely to meet your financial goals if those goals […]
-
I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>
