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 many competing needs and wants – present-day, […]
How Does Charitable Giving Fit Into Your Financial Plan? 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 that you are protected from compounding a difficult
I have good news! You’re asking the right question, and you have time to plan. Two essential parts of my philosophy is everything is figure-out-able, and we focus on what we can do now instead of stressing about the past. What should you do? Here are the three essential actions: 1. List your savings and
I Want To Retire In 10 Years. What Should I Do? Read More »
There is an old saying: Don’t go to the grocery store when you are hungry. Why? You are more likely to buy something you don’t need, spend money you don’t have, or buy junk food to eat in the car on the way home. Many situations and circumstances can lead to impulsive or poor decisions.
Make Wise Financial Decisions by Following These Three Steps Read More »
Mona has clear money guidelines that help her make smart financial decisions. But it wasn’t always that way. When she first consulted with me, she felt defeated. She didn’t know how to create a plan to guide her choices about how to spend, save, or invest her money.
What Drives Your Financial Decisions? Read More »
Uncertainty. How do we live with it? Human beings don’t like not knowing what comes next. We look for explanations and predictions. We are drawn to people and stories that profess to tell us what will happen—but no one can predict the future. However, you can make good decisions if you focus on the right
How to Make Smart Financial Decisions in the Midst of Uncertainty Read More »
Have you ever felt embarrassed about your finances? Do you judge yourself for not paying more attention to your money? In addition to being unpleasant, these emotions can have real and negative consequences. Simply, shame prevents you from taking positive actions to secure your financial future. I hear it all the time, from my clients
Three Steps to Move Past Money Shame Read More »
Creative, flexible options expressly designed for professional women who believe money is important for what it can do, not as an end in itself. Women are wired differently than are men with respect to their relationship with money. Research shows we share the view that money is a tool to improve our lives and impact
Sofia Financial Rolls Out Innovative New Service Lineup Read More »
A while back I was paging through the Patagonia catalog at my kitchen table. Not only does Patagonia make fabulous products that last forever and have a sincere commitment to the planet; their catalogs feature gorgeous photography. I love looking and dreaming of “someday” trips. There was a section highlighting two climbers who recently embarked
Your Financial Life is a Journey – Pack Carefully Read More »
It was the first road day of my extended family’s adventure to Tanzania this summer. I was riding in the back of the Land Rover with Rafael, one of our three guides for the trip and a Maasai tribesman. Enthralled by the views of the countryside whizzing by our windows, I asked Rafael about a
How Important is Money to You? Read More »
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sofia Financial are separate entities.
1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
610-640-7641
sofia@sofiafinancial.com
