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Financial Planning for Millennials

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Careers and Entrepreneurship

How to Create Your Own Benefits Package When You’re Self-Employed

When you’re a full-time employee for a company, you might take for granted all the benefits you get in addition to your actual salary. It turns out that of your total compensation package, 30% goes toward benefits like health insurance, disability insurance, life insurance, 401(k) matches, paid vacation and sick leave, and more. But nearly a third of U.S. workers are self-employed or work for a … [Read more...] about How to Create Your Own Benefits Package When You’re Self-Employed

My Favorite Online Experts

Helping a client with their financial plan involves a lot of conversations about numerical data. We chat about their current net worth, their debts, the amount they have in savings, and their financial goals like buying a home or retiring. My clients are in a phase of life that comes with a ton of change -- they’re completing their educations, moving to new cities, starting businesses, buying … [Read more...] about My Favorite Online Experts

Why Assembling a Rock-Star Team is the Key to Success

This is part 3 of a 3 part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World” and Part 2 on “Yes, You Can Run a Business and Still Have a Life”. Also, if you’re a financial planner who is interested in finding out about the next mentorship program that I’m launching, you can sign up for the … [Read more...] about Why Assembling a Rock-Star Team is the Key to Success

Yes, You Can Run a Business and Still Have a Life! Here’s How

This is part 2 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World”. Also, if you’re a financial planner who is interested in finding out about the next mentorship program that I'm launching, you can sign up for the wait list here. When you work for someone else, your responsibility … [Read more...] about Yes, You Can Run a Business and Still Have a Life! Here’s How

A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World

This is part 1 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” If you’re a financial planner who is interested in finding out about the next mentorship program that I'm launching, you can sign up for the wait list here. I just spent a few months coaching other financial planners who are striking out on their own, and it made me think back to May of 2013, when I launched Gen Y … [Read more...] about A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World

17 Quick & Dirty Money Moves You Can Make in 2017

It’s a new year, and you are pumped to make some changes to your finances. Only you don’t know where to start and you’re afraid to make a mistake. You’ll totally get around to it, though … once you’re done with a bunch of other chores you just remembered you had to do right now. I know. It’s easier to wrap your head around a to-do list item like “mop bathroom floor” than the one that says “start … [Read more...] about 17 Quick & Dirty Money Moves You Can Make in 2017

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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 >>

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