Retirement Planning for the Called, but Confused.

Build a future of peace, provision, and purpose--without overwhelm.

Hey there, Graceful Go-Getter. You're called to more, but that doesn't mean you have to carry the burden of figuring out your future alone. Whether you're a teacher, a small business owner, or faithfully serving your church, your hard work deserves a retirement plan that aligns with your values and supports your God-given purpose.

At Graceful Go-Getter, we make retirement planning real, practical, and doable--even if you're just getting started.

What We Offer:

Retirement & Legacy Planning

You’ve worked hard—now it’s time to ensure your future is secure. We specialize in retirement and legacy planning, helping professionals and business owners build a strategy that creates lifelong wealth and financial confidence.

Faith-based Retirement Planning & Personalized Retirement Roadmaps
Strategies for tax-free wealth building
Smart investment and pension planning
Life Insurance & Legacy strategies to protect your loved ones
Speaking & Workshops for your church or community

Networking & Community for Women on the Rise

The journey to success is better when shared. Join our community of ambitious, faith-driven women who support, collaborate, and uplift one another. Whether at our live networking events, masterminds, or online community, you’ll find the connections and encouragement you need to rise.

Monthly networking events and mixers
Mentorship Opportunities & Community Engagement
Business-building workshops
A sisterhood of resilient, strong, and empowered women
Opportunities to expand your visibility and reach

Happy Clients

I had a lost pension from a job 20 years ago she was able to help connect me to who I needed to for information and helped me move my 401k into a better and safer plan.

Lyle M.

Sophia walked through all of our income sources with us so we could clearly see what categories they fall into. We realized lifetime income is our biggest goal going into retirement. She helped us maximize that and give our savings an extra boost before we officially retire.

Doina M.

Her knowledge and presentation was simple and easy to understand. She made what seems like overwhelming concepts fairly cut and dry so the decision making was easy.

Chad B.

Book Your Free Retirement Clarity Call

Ready to build a future where your provision matches your purpose? Let's plan together.

Retirement ReviewGetting Your Financial House in Order

Core Values

Grace In Action

Balancing family, business, and personal connections with grace no matter the demands.

Legacy & Financial Empowerment

Helping individuals and families build secure futures through sound retirement and legacy planning.

Purposeful Leadership & Community

Serving a community of professional business entrepreneurs through leadership.

Join us in the RISE Women Collective!

Faith + Connection

Author of the books "From Grind to Grace: Your Path to Peace, Provision and Purpose in Retirement" & "The Grace Effect: Unlocking Your Identity Through Faith"

Cookie Policy

Office Address:

141 W. Brigham Road Suite C

St. George, UT

84790