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Financial Planning for Millennials

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For Lifelong Dividends, Invest In Your Relationships

Every year, I’m blown away by how much Gen Y Planning has grown. But I’m even more impressed with how much our clients have grown. Our clients are getting raises and promotions, running businesses, buying houses, starting families, and celebrating milestones with us. Achieving your goals feels great. (Congratulations on everything YOU achieved this year!) But sometimes we get so busy achieving … [Read more...] about For Lifelong Dividends, Invest In Your Relationships

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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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