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$2,499.00 USD


What People Are Saying:

“I was one month into starting my own RIA when I signed up for Sophia's mentorship. It was the best money I spent throughout the launch of my firm! Having someone who walked the same path of leaping into entrepreneurship and all the uncertainty that comes with it was invaluable. I appreciate how Sophia was able to give practical, applicable advice because she had been in the same situations. She understood the feeling of looking at a to-do list of a million things, and learning where is the best place to invest time. Something I particularly liked about the mentorship was having some freedom to set the agenda for each call. Sophia had a base of things we knew we would cover (media, tech tools, etc), but she also was so helpful in listening to whatever was stressing me on a given week, and helping me lay out the next steps to get over the hurdle. At one point we even walked through a full plan delivery for a more complex client, which made my actual delivery to the client so much better. I feel like my business is in a much better place because I signed up for this program.”

Ryan Frailich, Financial Planner and founder of Deliberate Finances

“I really enjoyed this group for several reasons. One, I got to learn from others that are at a different stage in their careers. Two, learned about technologies that did not even know existed which are really helpful in making your business operate smoothly. Third, the one on one calls with Sophia were great. She helped me define my value proposition and provided me some very valuable insight on key decisions. I would highly recommend this group if you're looking for guidance from someone that's done it and continues to thrive in this business.”

Luis Rosa, Financial Advisor at Hayden, Biel & Associates

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