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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
Covid-19 Notice
As we all stay tuned to the news of the Covid-19 outbreak, we want you to know that our commitment to your needs remains unwavering. Our team, with the use of modern technology, is working closely but remotely to continue serving you. Please see below for our cell...
Is it Different This Time?
Pedro Velasco Wow, what a couple of weeks we've been through. As I write this, two days ago we had the best one-day gain in the US stock market since October of 2008, with the S&P 500 up 9.4% in a single day, and its best three-day run since 1933. However, that's...
How Does Charitable Giving Fit Into Your Financial Plan?
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...
You don't have to know the answers. You just have to have questions, and the guts to ask them.
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