Category: Financial Planning

Staying Grounded in a Shifting Market

| Financial Planning, Market Insights

If you’ve glanced at the headlines lately, you’ve probably seen words like “slump,” “slowdown,” or “uncertainty.” It can feel unsettling. But step back for a moment: every economy goes through cycles. Just as the seasons change, markets shift, offering both challenges and opportunities. When we look at the bigger picture, there are many reasons to ...

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Where’s My Power?

| Financial Planning, Tools, Talks & Resources

Where’s My Power? The theme of our Sophia Wealth Academy 2025 was money and power. Together they can be used as a force for change and a better world. And yet, many of us shy away from this dynamic duo. Power can have negative associations, especially for women. Throughout history, it has been used against ...

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And What About Insurance?

| Financial Planning, Tools, Talks & Resources

And What About Insurance? More often than not, insurance is discussed as a distinct entity from one’s financial plan. And yet, to be most effective, it must be seen in context of one’s life. It should not be seen either as a standalone or simply, a product. Although it is, unfortunately, often sold that way. ...

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