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Financial Planning for Millennials

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What Does Financial Independence Really Mean and Is It Achievable for You?

You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version of financial independence. Here’s a look at how the industry has traditionally defined this … [Read more...] about What Does Financial Independence Really Mean and Is It Achievable for You?

Will My Current Job Support Me Living Abroad For A Few Years?

With the growing popularity of remote work, it’s no surprise that we see people all over TikTok and Instagram living their best lives abroad. This can create some serious FOMO and burning questions about how these full-time travelers can fund their Insta-worthy vacations. Since (for most people) it isn’t feasible to take an extended vacation and travel the world, your next best bet may be trying … [Read more...] about Will My Current Job Support Me Living Abroad For A Few Years?

9 Must-Do Financial Tasks To Check Off Your Year-End List

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year.  As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! 1. De-clutter Your … [Read more...] about 9 Must-Do Financial Tasks To Check Off Your Year-End List

How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

If someone asks you this question: How’s work going? Perhaps the most standard answer is some version of “oh, good, just busy.” Many people equate business with productivity and worth, a dangerous combination that can leave you emotionally drained. And over time, that cycle can slowly lead to you feeling deeply unfulfilled at work and home.  Prioritizing work-life balance is a central tenet to … [Read more...] about How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

How A HELOC Can Turn Your Current Home Into Your Dream Home

Many people think about home ownership in phases—the starter house, an upgrade or two, and the elusive “dream home.” What does your dream home look like? Does it have an HGTV-level kitchen, a spa-like main bathroom, or a swoon-worthy patio? While you may think that house sits on top of a hill, what if the forever-home potential is in your current four walls? You might not have to move to make … [Read more...] about How A HELOC Can Turn Your Current Home Into Your Dream Home

How A Revolving Savings Account Can Help You Budget Better

It’s pretty easy to rattle off your monthly expenses: Rent or mortgage payments, utility bills, Internet, student loan payments, car payments, food, gas. On top of paying those bills, I also recommend setting aside money in your emergency fund so that a surprise doesn’t cause you to fall behind on those bills. But if you look through your last year of credit card statements, you’ll see a whole … [Read more...] about How A Revolving Savings Account 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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