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Financial Planning for Millennials

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annual spending

What’s Your Annual Spending Report? Plus, How It Can Help You Budget Better

How do you feel about your money? If you were one of the over 2,000 people surveyed in Personal Capital’s 2022 Wealth and Wellness Index survey, you might say that your current financial position isn’t exactly where you want it to be.  The survey highlighted that fewer people are confident about their finances than last year. At the beginning of 2021, 48% of people said they felt “very … [Read more...] about What’s Your Annual Spending Report? Plus, How It Can Help You Budget Better

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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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