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
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Divorce can be emotionally wrenching. From redefining your identity to redesigning your day-to-day living circumstances, there are plenty of tasks to occupy you and difficult feelings to process. As psychotherapist Wendy Hammond says in her lovely book, Leaving the...read more
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...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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