Sofia Financial — For Our Clients
Client Resource Hub
Everything you need in one place — contact info, scheduling, secure portals, and how-to videos.
Contact & Office Info
Locations
Get in Touch
Book Appointment
Stephanie McCullough
CEO & Founder
Pick the size meeting that works best for you!
Janice Guinn
Associate Financial Planner
Need to get stuff done? Book a focused 15-minute working session with Janice!
Meet Your Sofia Team
Your Portal Shortcuts
We know it can be tough to keep track of all the tools and logins we use. Here are your shortcuts!
How-To Video Library
Short videos created by our team to help you get the most out of your financial tools. New videos added regularly.
A Brief Cautionary Tale!
~2min
