Author: Tracy Theemes

Who Can Help Me?

| Financial Planning

Reaching Out for Assistance Help! “One of the most difficult choices I face in my life is knowing when to make a decision by myself and when to get help.” On one hand, we are taught to be independent, go inside ourselves, and use our intuition. And on the other hand, we are also told, ...

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Who Do You Listen To?

| Financial Planning

It’s noisy out there! When it comes to finding high-quality, appropriate advice on financial matters, it can be difficult to discern between solid information and wishful thinking…not to mention deciding if what works for someone else, will work for you. Financial Advice From The Media First, and probably foremost, we are bombarded with financial advice ...

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Cash Flow Practicalities

| Tools, Talks & Resources

Tracking Your Spending Isn’t a Punishment, It’s Empowerment. Be nice to yourself! At Sophia, we want you to have the tools to own your financial situation. We want you to feel powerful and knowledgeable. Calculating your net worth and understanding your cash flow form the base for launching your financial success. The Nitty-Gritty of Tracking ...

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