You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Building Your Own Thing and Working with Family

February 16, 2017

Stephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family. Stephanie was a career changer almost 20 years ago (before that she worked for the U.S. Department of Commerce in Washington, DC!) and today she works at the firm she founded. Her goal is to empower women to make wise financial decisions because everyone deserves quality, objective advice and excellent service.
“I can’t promise you any returns. I’m not a mutual fund family.”
The Kinder Institute of Life Planning
MoneyGuidePro: Financial Planning Software
Sudden Money
Fox Financial Planning Network