At The Graceful Go-Getter, we believe success isn’t just about financial security—it’s about living with purpose, creating meaningful connections, and embracing the journey with grace. Whether you're a professional woman looking to take control of your financial future, expand your network, or surround yourself with like-minded go-getters, you're in the right place.
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.
Personalized retirement roadmaps
Strategies for tax-free wealth building
Smart investment and pension planning
Legacy strategies to protect your loved ones
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
Business-building workshops
A sisterhood of resilient, strong, and empowered women
Opportunities to expand your visibility and reach
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 helped set my husband and I up with retirement accounts. We are very ready to begin saving as we are both self employed and highly motivated to reach our goals.
Michaela B.
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.
I work and enjoy empowering individuals and communities to pursue their highest potential through purpose driven leadership, financial wisdom, and faith filled connection; all while embracing grace in every pursuit.
Feel free to find me on these social channels.
Balancing family, business, and personal connections with grace no matter the demands.
Helping individuals and families build secure futures through sound retirement and legacy planning.
Serving a community of professional business entrepreneurs through leadership.
Join us in the RISE Women Collective!
Author of the book "The Grace Effect: Unlocking Your Identity Through Faith"
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