Cash Flow Connections

It’s Cashflow Connection Day on Wise Money Moves. Everyone just loves to track spending right? In this episode, you will learn to follow your numbers with curiosity and kindness and understand the difference between a budget and cash flow. You will start to understand the meaning behind over-spending and how to overcome it, as well as what our spending reveals about every part of our lives. You will be fascinated by this unique take on a common subject and be inspired to take the next steps on your path to financial success. 

 

Kamal Basra, BSc, CFP 

Co- Founder, Sophia Financial, Financial Advisor 

Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness … 

“Numbers matter. People matter.” 

Tracy Theemes, MA, CFP 

Co- Founder, Sophia Financial, Financial Advisor 

Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try… 

“It’s not about the numbers but the stories we tell ourselves about those numbers.” 

About Sophia Wealth Academy: 

From our first day in business at Sophia Financial Group, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women. 

We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community. 

We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve. 

To learn more visit: https://sophiawealthacademy.com/ 

 
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