Sohum Financial Planning

Sohum Financial Planning We are a premier virtual Financial Advisor helping clients across the nation while having a local presence.

As your fiduciary, we uphold integrity & professionalism while providing expert guidance & resources to help you reach your financial goals.

We support this and are proud Allies of the LGBTQ community 🌈
06/04/2026

We support this and are proud Allies of the LGBTQ community 🌈

Love is love... period. Happy Pride from Jefferson County!

Long term care planning (LTC) can be emotionally, psychologically and financially draining. The issue is one of morbidit...
06/04/2026

Long term care planning (LTC) can be emotionally, psychologically and financially draining. The issue is one of morbidity versus mortality- taxpayers have started understanding the importance of life insurance to protect their families against premature death during their peak earning years but have not necessarily shifted gears to understand the importance of also protecting their retirement nest eggs against a highly likely LTC event. This is not something you start planning for when you are in your sixties or seventies but in your forties and fifties before you start approaching your retirement years. Sometimes it involves generational planning with children pooling in to cover uninsured parents. Different situations will require different strategies to ensure a stable and secure aging with diginity. To learn more about how to start this process and get a checklist for LTC planning, email [email protected]

“For five years I was her sole caregiver, washing her, dressing her, feeding her, etc. In 2017, I could go on no longer and had to place her in a long-term care facility. I was burnt out. Shortly after, I filed for divorce because the cost of her care was bankrupting me. If she was single her care was covered. I had no choice.”

In “Dear Therapist,” Lori Gottlieb offered advice to a man who divorced his wife after she was fatally ill for years: (From 2019.)

Read more: https://theatln.tc/ftUpSkbE

🎨: Matt Eich

The CFP board is always creating resources for families and friends to have a memorable summer time but also stay track ...
06/03/2026

The CFP board is always creating resources for families and friends to have a memorable summer time but also stay track of your cash flows and budgets through out the year. Here are some tips to avoid financial stress and allow more time for some

Plan for summer expenses with budgeting tips for camps, childcare, activities, and savings while keeping family goals on track.

Saturday’s Taste of Peace event celebrating the 40th anniversary of PeaceWorks was a showcase of community success! Powe...
06/01/2026

Saturday’s Taste of Peace event celebrating the 40th anniversary of PeaceWorks was a showcase of community success! Powerful stories that have empowered women to be the change they want to see. It was great to support their ongoing work as a sponsor and heartening to witness the participation of all attendees in the live/ silent auctions. So many local folks and businesses contributed generously to raise funds and Sabrina Fritts created a warm vibe with her personal touches and story through the evening. Thank you to all the volunteers, sponsors & guests who made this such a special experience!

A great topic for May to help you manage risk exposures at various points in your life.  👇
05/27/2026

A great topic for May to help you manage risk exposures at various points in your life. 👇

Life insurance can help protect income, build cash value, support long-term care needs, and transfer wealth as life changes.

We are here to be a resource to our local communities. For our brave veterans and their families, please reach out for o...
05/26/2026

We are here to be a resource to our local communities. For our brave veterans and their families, please reach out for our pro bono program that allows you to access advise when affordability may be an issue.

Veteran benefits are not as simple as civilian benefits. There are a multitude of financial resources out there for veterans and their families to learn about the various benefits available.

This is fabulous and will be a boost for local businesses and reduce traffic issues!
05/24/2026

This is fabulous and will be a boost for local businesses and reduce traffic issues!

May is a month when we are supporting many issues like Autism awareness, women’s health, mental health and a very import...
05/22/2026

May is a month when we are supporting many issues like Autism awareness, women’s health, mental health and a very important issue is Disability awareness. We take our mobility and abilities for granted so let’s be aware of accessibility issues for those who need a bit more consideration from the community- whether it’s ensuring you are not blocking parking slots for the disabled, or whether it’s creating ramps to make sidewalks, restaurants /shop entrances and public bathrooms easier to navigate and access, we can all help. Appreciate this service introduced by Jefferson County Colorado Government Jefferson County Colorado Clerk and Recorder 👇

Today, on Global Accessibility Awareness Day, we’re proud to officially launch our new DMV Curbside Service at our Golden Motor Vehicle office.

We’ve heard concerns from community members about the challenges of accessing our Golden office for people with disabilities. We hear you and we understand that simply getting into the building can add stress to what should be a straightforward visit. That’s why we created this service!

Our new curbside option helps reduce barriers for customers applying for or renewing disability placards and plates by allowing them to stay in their vehicle while receiving assistance. We come to you!

You can schedule a curbside appointment online, by phone, or by chat. When booking online, select “Persons with disabilities curbside” to choose a date and time that works best for you.

When you arrive for your appointment, park in one of the designated curbside spaces and call the number on the sign. A staff member will come out to assist you.

Accessibility matters, and we’re committed to continuing to improve how Jeffco residents access our services.

👉 Learn more or make an appointment: DriveJeffcoCO.gov

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4860 CR-73
Evergreen, CO
80439

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