SoFi Blog

Tips and news—
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7 Effective Ways to Navigate Major Life Milestones—Financially and Otherwise

There’s everyday finances, and then there’s the big hurdles—changing careers, starting your own practice, having a baby, or buying your first house. For major life milestones like these, you’ll need a plan, so big events not only go over smoothly, but impact your wallet in ways you can anticipate.

As a financial wellness expert, I often counsel people experiencing major life transitions. Although most who come to me know they have to adjust their financial lives accordingly, they either don’t know how, or are using strategies that don’t work for these situations.

The good news is, I’ve got a seven-step plan to help anyone steer a course to success through any major life milestone. Walk through this, and you’ll be in a much better spot to enjoy accomplishments and avoid financial stress along the way.

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