• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Gen Y Planning

Financial Planning for Millennials

  • Home
  • Meet the Team
  • Work With Us
  • Speaking & TV
  • Current Clients
  • Press
  • Our Content
  • FAQs

spending money

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

4 Tips to Overcome the Fear of Spending So You Can Enjoy Your Cash

In our quest to save money for emergencies, retirement, and future goals, it’s easy to develop a fear of spending money. But that's not a healthy way to approach your finances. As long as you have an emergency fund to cover the basics and are saving consistently for retirement, you are allowed to spend money on yourself sometimes! The key is to align your spending with your … [Read more...] about 4 Tips to Overcome the Fear of Spending So You Can Enjoy Your Cash

Primary Sidebar

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 >>

Stay up to date

Subscribe to get all the latest news!

Let’s Connect

  • LinkedIn
  • Twitter

Latest on Twitter

Twitter feed is not available at the moment.
  • LinkedIn
  • Twitter
  • Disclaimer
  • Privacy Policy
  • ADV Part 2
  • Photo Credit: Matthew Johnson

Copyright © 2025 · Cultivate Theme On Genesis Framework · WordPress · Log in