a world where all women feel smart about money and control their future.
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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
Creative, flexible options expressly designed for professional women who believe money is important for what it can do, not as an end in itself. Women are wired differently than are men with respect to their relationship with money. Research shows we share the view...read more
A while back I was paging through the Patagonia catalog at my kitchen table. Not only does Patagonia make fabulous products that last forever and have a sincere commitment to the planet; their catalogs feature gorgeous photography. I love looking and dreaming of...read more
It was the first road day of my extended family's adventure to Tanzania this summer. I was riding in the back of the Land Rover with Rafael, one of our three guides for the trip and a Maasai tribesman. Enthralled by the views of the countryside whizzing by our...read more
You don't have to know the answers. You just have to have questions, and the guts to ask them.
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