
Financial Planning for Women
— whether single, married, divorced, or widowed —
who are looking for a partner in financial decision-making

Hi, I'm Stephanie
…and I talk to women in your situation all the time!
I’ve been a financial advisor for 23 years and started Sofia Financial because I was sick of seeing women receive poor service from the financial industry. I wanted to create a meaningful business that really spoke with women, instead of making them feel overwhelmed, intimidated, and marginalized.
Our clients are smart, passionate women who would rather use their time and energy on things other than researching investments and IRS rules. You will feel cared for, confident and competent, knowing you have a true partner in all financial decisions; someone who has your back.
By creating a safe space for open conversation, together we get you pointed in the right direction.
Small Group Workshops
90 minutes of conversation and questions to help you figure out your best next step.

Free
January 14th at 12pm ET
Limited Seating to 25 Women
Women & Retirement: Top Strategies for Facing the Financial Uncertainties

Free
January 26th at 7 pm ET
Limited Seating to 25 Women