Overview
Investing with wisdom means that your values must come first, and how the money is managed follows. We take the time to understand your concerns and priorities, your challenges and the life context of your financial decisions. Only then can we develop relevant and responsible strategies to enable you to steward your resources wisely.
Our Process
Sophia Financial has developed a systemized process for determining our client’s requirements within a context of their personal values.
Our Expertise
We are expert financial advisors, educators, speakers and listeners which translate into the design of our strategies. Learn More
Our Clients
We continually work to build and maintain fulfilling client relationships. Learn More
Education & Workshops
