THE ITINERARY

I Really Need A Plan 

 

Getting to financial wellness is a journey.

You want to get really clear on where you’re going, the financial implications, and what you need to do to get there. Once you have it mapped out, you may decide you’d like someone to accompany you on the journey.

Sofia Financial has you covered either way.

You have competing demands on your financial resources.

You’re not sure how to address them all. These are very personal conversations.  it’s crucial to find someone you can be yourself with, someone who will put your needs first.

 

You know you should have a plan.

But you haven’t gotten around to it yet, or maybe you haven’t found the right people to work with.  Maybe you’ve made good progress on your own but need some help getting to the next level. Or someone else in your life has played this role and now you need to get knowledgeable so you can be in control.

 

We ask the crucial questions. 

Everything starts with understanding what’s most important to you and what you want to accomplish in life. We work through our detailed proprietary process to get clear on where you want to go and understand the multiple potential paths to get there. Our process is consultative, collaborative, and holistic.

WE HAVE TWO SOLUTIONS FOR YOU 

One to help draw the map (The Itinerary), another to accompany you on the journey (The Expedition). The Itinerary is a fixed engagement with a limited scope. The Expedition is an ongoing partnership. See below for details.

THE ITINERARY is designed to draw the map for your journey to financial wellness.

The Itinerary provides a safe place to talk it all out, make sense of everything, figure out where you’re headed and how to get there. It includes four or five 1.5 hour face-to-face meetings. We collaborate on possible future paths. You emerge understanding how specific actions can affect your future so you can make informed decisions. We examine your personal patterns and money history so we can anticipate what might get in your way, and come up with strategies to deal with potential roadblocks.

Clarity on the path forward is powerful.

Cost for THE ITINERARY is:

$2900 for an individual
$3400 for a couple.

Optional budgeting/cash-flow segment $500.

THE EXPEDITION provides professional, compassionate accountability and expert guidance.

Many clients, once they have the map in hand, appreciate continuing relationship. We designed The Expedition to answer that need. We act as accountability partner, helping you think through the decisions that inevitably arise as you move through life.  It’s like having a financial planner as your friendly next-door neighbor, available whenever you have a question or concern.   With regular pro-active communication and on-call availability, you’ll experience less stress and increased confidence.

Partnership along the way keeps you on track.

In keeping with our mission to make quality, objective advice available to women at all levels of income and wealth, we offer three levels of service for THE EXPEDITION.

 

Cost for THE EXPEDITION is:

$150-833/month

SERVICE TYPE

 

PACKAGE A

$150/month

PACKAGE B

$350/month

PACKAGE C

$833/month

Education on Financial Topics

 

 

 

Goals Identification and Tracking

 

 

 

Cash Flow Analysis and Coaching

 

 

 

Debt Inventory and Management

 

 

 

Net Worth Tracking

 

 

 

Savings Suffiency

 

 

 

Future Projections and Risk Review

 

 

 

Financial Decision Support

 

 

Investment Inventory and Recommendations

 

 

Asset Location Recommendation-account type and titling

 

 

Review of Employer Retirement Plan Options & Recommendations

 

 

IRA Strategies including beneficiary review, Roth conversion analysis, & RMD's

 

 

Employee Benefits Review & Recommendations

 

 

Insurance Inventory & Analysis

 

 

Strategic Tax Planning

 

 

Estate Planning

 

 

Philanthropy Planning

 

 

Human Capital Maximation

 

Financial Organization Streamlining and Efficiency

 

Life Planning & Coaching

 

Meet with Attorney, CPA or other Professionals

1

1

Unlimited

Meetings Per Year

2-3

4-5

Unlimited

Emails/Phone Contacts

Unlimited

Unlimited

Unlimited

Let’s find a time to talk about your situation.  

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