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Financial Planning for Millennials

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Protection Planning

What Should Your Emergency Fund Look Like?

Starting an emergency fund can sound like a daunting task. Three to 6 months of your income, in one place? That's a big number! You may think you don’t even need an emergency fund. But don't be fooled into this line of thought. After all, it's hard to know exactly when an unexpected expense will pop up (but somehow it always seems to be at the most inconvenient times). Emergency … [Read more...] about What Should Your Emergency Fund Look Like?

Protect Yourself and Your Stuff – An Insurance Overview

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning.  We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning.  Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview

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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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