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Gen Y Planning

Financial Planning for Millennials

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5 Steps To Organize Your Financial Life

Just because I’m a financial planner doesn’t mean I’ve checked off all the items on my own financial to-do list! I’ve been feeling a bit overwhelmed by the mounting businesses and personal financial tasks that I have on my plate — and I decided that if I’m feeling this way, maybe my readers are too.  Here’s what I do when I’m feeling overwhelmed by financial tasks and don’t know where to … [Read more...] about 5 Steps To Organize Your Financial Life

How to Prioritize Student Loan Debt While Working Towards Other Financial Goals

A common question that is brought up by my Gen Y clients is: what do I do about my student loans? The problem is that there isn’t a simple answer.  It really depends on a few things: The amount of student loans in relation to your income; if the loans are public or private; the interest rate on your student loans; and the other goals that you’re trying to achieve.  Prioritizing … [Read more...] about How to Prioritize Student Loan Debt While Working Towards Other Financial Goals

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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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