Primary Location

1055 Westlakes Drive, Suite 300 Berwyn, PA 19312

What to expect in the first meeting

I always suggest starting with a free 20 minute consultation where you can ask about me. My main question to you is, "What are you hoping I can do for you?" I want to be sure that is in alignment with what I do and how I work. You are NEVER required to bring numbers or statements to the first meeting or, heaven forbid, before it! That's just one more obstacle to getting the conversation started and helping you figure it all out. We hold your hand along the way.

Offers Investment Management

Yes

About Sofia Financial

⭐ FINANCIAL PLANNING FOR WOMEN
What would be possible if you were financially confident, if your money worries went away and you were free to spend your time and energy on the things that are truly important? What would change for you? We believe if more women were financially secure and exercised their economic power, the world would be a better place. We help our clients build confidence, resilience and joy in their lives. It’s not just about the money!

In truth, women of a certain age are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And the traditional financial services industry is ill-equipped to handle this problem.

We work with independent women — whether single, divorced, widowed or married — who want a partner in their financial decision-making.
Most of our clients are 45+ years old and are starting to think about retirement in one form or another.

Smart women like you come to Sofia Financial feeling overwhelmed and paralyzed because finance is not your area or interest or expertise. You want to learn and understand, without feeling like you’re studying for an advanced degree.

Working with Sofia, you’ll be heard and seen for the individual you are. We offer a judgement-free zone where you’ll find encouragement, education and a caring team of experienced professionals to truly partner with - so you don’t have to face their financial future alone!

⭐ How We Work:
Phase One: Exploration & Design- Through several meetings and in-depth personal conversations, we’ll explore what you want, what you value, how you want to live, and what money means to you. No homework is needed for these first meetings — you know the answers already!

What we’ll cover:
✔️ Values & Vision: What do you want your life to look like?
✔️Money Relationship: What does money mean to you?
✔️ Dollars & Sense: What does your current financial picture look like?

Next, we’ll look toward and design your future, imagining various possibilities and understanding the tradeoffs inherent in each decision. We’ll also discuss various financial strategies (in plain English), and make a plan, choosing specific actions and guidelines around income, spending, saving and investing that will work for you going forward.

What we’ll cover:
✔️Customized Projections: Number crunching and scenario building.
✔️Collaborate on Strategies: Making a plan by choosing specific actions and guidelines that will work for you going forward.
✔️Preferences & Guidelines: Setting up your financial life so it doesn't stress you out, so you have the amount of engagement you feel comfortable with.
Using custom tools we have developed including the Money Map, Money Policy Statement, and Itinerary Action Plan, by the end of Phase One you’ll be ready to take action.

Phase Two: Implementation- It’s great to think and talk about money moves, but nothing is accomplished until you actually take action. This is where things start moving and we put your money to work in appropriate accounts and products.

It’s great to think and talk about money moves, but nothing is accomplished until you actually take action. This is where things start moving and we put your money to work in appropriate accounts and products.

What this looks like:
✔️We will discuss reasonable expectations and set up our system for ongoing evaluation and review.
✔️Our team works on the messy details so you don’t have to, keeping you informed and aware along the way.
✔️At regular review meetings, together we’ll look at how we’re doing, what has changed, whether our chosen strategies are performing as expected, and if we need to update our assumptions or re-run projections. We also emphasize knowledge and empowerment, so your financial confidence and resilience continues to grow over our time together.
✔️At any time between review meetings, we are your accountability partner and decision coach for whatever comes up along the road. Never hesitate to reach out with a question or concern.

⭐ What if I just have a couple of burning questions?
✔️THE QUEST is designed as a cost-effective way to give you direction on the one or two issues that are most pressing. Access to a fiduciary, objective financial planner without a long-term commitment (or being pressured to buy a product!).
✔️In a ninety-minute face-to-face session, we ask the key questions, listen deeply, and review any documents you have to share. Together we’ll come up with specific, actionable recommendations. You’ll likely have homework, but also clarity on next steps.

Education

B.A. from Duke University, M.A. from the Johns Hopkins SAIS (School of Advanced International Studies)

Volunteer Experience

I serve on the steering committee for the Women's Economic Security Initiative, a collaborative effort coordinated by Women's Way in Philadelphia. https://womensway.org/grantmaking/wesi/

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