Purse Strings Approved Professionals

Stephanie McCullough

Sofia Financial

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Favorite Things To Do

I enjoy dreaming about travel and being on the water. I grew up sailing on the Chesapeake Bay but these days my only vessel is a stand-up paddleboard. Out of work you can most often find me cooking, doing yoga, reading mystery novels or practicing my ukulele.

How I Help Women

I help professional women reduce financial stress by aligning their money story with their deepest-held values. I am a non-judgemental financial advisor. My team and I work hard to create a safe space to have the intimate conversations necessary. Since money touches all the most important parts of our lives, we have to talk about it all before we can decide what you should do with your dollars.

Services We Provide
  • Financial Planning
  • Investment Management
  • Long-term Care Insurance
  • Life Insurance Evaluation and Translation
Overview of Services

Financial Planning for professional women 40+. GenX and Boomer women who want to be sure they're being smart with their money are my people!

My clients are facing a financial future on their own, and often get stuck in their own heads when facing money choices. Through non-judgmental, holistic collaboration, we become their true partner in decision-making. We offer investment management and life/disability and long-term care insurance if and when needed. But there are no "minimums" and we do not push products.

States I Serve
  • Our clients are all over the US
Purse Strings Approved Professionals

Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of financial advisors and insurance associates who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

Purse Strings works with Financial Professionals to equip them with awareness, information, and skills so they can engage with and serve the female market.

We vet them for their flexibility, empathy, creativity, strategy, and work style. When a financial professional passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women.

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