About Me

I know that the world of finance can sometimes be complex and overwhelming, which is why my mission is to demystify it. I break down financial concepts, investing strategies, and wealth-building techniques into simple, actionable steps that anyone can follow. 

My Story

Training Young Women

I was born in Austria and we immigrated to South Africa when I was seven. After finishing school, I became a goldsmith and jewelry designer and started my own business at 23. During the 19 years that I ran my business, I exclusively hired women apprentices to train to become goldsmiths while teaching them the nitty gritty of running a business. Some went on to start their own businesses.

It’s during those years that I was faced with a situation that caused me deep emotional pain, but this started me off on a 30-year-long life-changing personal growth journey. The insights I gained helped make my mentoring more impactful.

“Sofia was a fantastic teacher and I thoroughly enjoyed learning from her, working with her and having her as my boss.” Catherine Zehrt

Financial & Life Transition Planning

After settling in San Diego, CA in 2002, I became a financial advisor, certified divorce planner, mediator, and coach for women going through a life transition.

I taught women how to manage their finances, navigate a divorce, and conquer their fears while going through their life transition. I also wrote a self-help book about my own unique relationship story and the lessons I learned.

“Sofia is an exceptional Financial Planner. I chose her to be both my financial advisor and coach, because she understands that one’s psychological point of view fundamentally influences one’s financial decisions and to a greater extent one’s quality of life as well.” Selwyna Tetancgo

Business Strategies & Technology

In 2015  I moved to Oregon and created a business helping women (and some men) with their technology. Yes, I’m a tech nerd. I fell in love with technology after buying my first computer in the 90’s. 

As a business strategist and coach, I combined the mental and practical aspects to help women build a meaningful business they love from the inside out.

“Sofia is the best technology consultant I’ve ever hired. She is incredibly knowledgeable, efficient, kind, patient and simply a joy to work with! Not only is she an expert in the field of technology consulting, she is also a superb and professional business woman with phenomenal consulting acumen.” Katrina Lempenski

Work & Family

I currently live in Tennessee and work remotely as the Chief of Staff for a New York firm while at the same time following my passion for empowering women to build wealth and achieve financial freedom. 

On the personal side, my daughter and grandson live here in TN, my son and granddaughter live in South Africa and my mom and brothers live in Austria. We truly are global citizens.

Let’s connect! 

Areas of expertise

Personal Finance

As a past financial advisor and coach, I can teach you how to manage and make the most of your money.


I use my 37 years of experience and the lessons learned from running a number of successful businesses to help make your journey easier.

Personal Growth

A 40-year-long personal growth journey gave me deep insights into the human condition which I incorporate into my teaching.


Technology is a wonderful tool and when used correctly, it can save you a lot of time, money, and sometimes even your sanity.


If you are facing a divorce, I can teach you how best to prepare and navigate this challenging time.


I will use my business, mediation, and personal experience to teach you how to effectively communicate and negotiate.

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