Your Money Strategy

The key to developing a powerful investment strategy is knowing where you want to go. Kamal and Tracy teach us how to determine our financial objectives by looking at three key factors: What are my top three money goals? How much does each one cost and what is the timeline? Once you have these defined you are ready and able to move on to the next step. Learn about developing an asset allocation strategy and the different types of investments that are available to reach your specific goals.

Kamal Basra, BSc, CFP

Co- Founder, Sophia Financial, Financial Advisor

Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness …

“Numbers matter. People matter.”

Tracy Theemes, MA, CFP

Co- Founder, Sophia Financial, Financial Advisor

                                                                                                                   Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try…

“It’s not about the numbers but the stories we tell ourselves about those numbers.”

About Sophia Wealth Academy:

From our first day in business at Sophia Financial Group, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women.

We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community.

We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve.

To learn more visit: https://sophiawealthacademy.com/

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