About Sophie: 

• Chief Wealth Officer and CERTIFIED FINANCIAL PLANNER Professional (CFP®); serves as the initial point of contact for those interested in learning more about our services

• Collaborates with the investment team to deliver coordinated wealth management guidance

• Focuses on providing financial information and resources to support informed decision-making

Why Schedule a Discovery Meeting:

• Learn more about how our team works together to support clients across different areas of their financial life.

• Assess whether our services align with your current financial needs and preferences

• Get a clear picture of how we structure our planning and investment process.

This meeting is designed for:

• Individuals and families looking to get organized or think more intentionally about their finances

• Professionals interested in potential collaboration

• Anyone who values open conversations and a thoughtful planning process