We Envision

a world where all women feel smart about money and control their future.

Subscribe now for practical wisdom to move toward financial wellness:

Money is a tool, a means, not an end.

 

Sofia Financial partners with smart, professional women to help them make wise decisions about their money.

Together with our clients, we intentionally align their money story with their deepest values and commitments, in order to relieve areas of money stress so they can focus their time and energy on the things that matter most to them.

What is Your Money Story?

I REALLY NEED TO MAKE A PLAN

We meet you where you are and provide a safe space to figure out where you’re headed. Together we draw a map to help you get there.

I HAVE ONE OR TWO QUESTIONS

We listen deeply in a 90-minute one-on-one session of objective advice with zero pressure. Get some clarity and actionable recommendations.

I NEED HELP WITH INVESTING

We provide full-service investment advice and strategy implementation, starting with a thorough understanding of your purpose for this money.

I HAVE NO IDEA WHAT I NEED

We work with many women who aren’t sure exactly what the next step is. We’ll never push you into something you don’t need. Start with these questions.

Let’s have a different conversation about money.

It’s emotional, it’s personal.

Money is connected to everything. To make wise money decisions we need to draw the connections between the financial stuff and its purpose in our lives.  We have to be clear on what we want and face the things might get in our way.

At Sofia Financial we create the safe space to have that conversation.

Start today with a FREE 20-minute call.

From The Blog

SMART Money Moves for Women AFTER Divorce

You're through it. You're coming out the other end of what may have been a painful journey. It's natural to feel a bit of trepidation about what lies ahead. The good news is: YOU are in charge now! You may still have to deal with joint custody or ongoing squabbles...

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Are You Prepared?

  Are You Prepared? Disasters, personal or natural, are unpredictable and devastating. From floods and fires to hurricanes and earthquakes – or a divorce or an illness – your life can change in an instant. The good news is there are steps you can take today to assure...

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You don't have to know the answers. You just have to have questions, and the guts to ask them.

 

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