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.

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 $3000 for an individual; $3500 for a couple. (Optional budgeting/cash-flow segment $525.)

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

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