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.
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From The Blog
Or maybe I should say - DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the usual predicament is...read more
I took my first yoga class in 1986. Never before able to touch my toes, I ended the semester-long course with greatly improved flexibility. But more than that it introduced me to the idea of being mindful, aware, intentional - simply being. As a driven young student...read more
Most of the women I encounter feel stress about having enough money to be able to retire. It’s my job to help them come up with a plan. We consider different courses of action, make sure their dollars are working efficiently, and to take steps to protect against what...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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