Start Where You Are

Wise Money Moves

Every person sits somewhere on the wealth continuum. Your strength is rooted in acknowledging your own reality and building from there. The five step financial planning process guides us through the steps. Listen in as Kamal and Tracy shed humor and wit on how to get through the five key questions that inform and shape our financial lives. Use their tools and architecture to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance.

Meet Your Hosts

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:

As the brainchild and community outreach arm of Sophia Financial Group, Sophia Wealth Academy has a two-fold mission: to share wise, credible knowledge and to build the monetary muscles of their community so they can wield their economic power with confidence and strength.

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

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