Once you’ve decided on your investment strategy, how do you know if you are successful? In this podcast, Kamal and Tracy discuss how to develop the metrics and processes that will measure success, on YOUR terms. Knowing in advance how you will oversee your on-going strategy as well as manage the ups and downs allows you to relax. Peace of mind is often a function of how you are managing yourself, as much as what is going on
Kamal Basra, BSc, CFP Co- Founder, Sophia Financial, Financial Advisor Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness … “Numbers matter. People matter.”
Tracy Theemes, MA, CFP Co- Founder, Sophia Financial, Financial Advisor Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try… “It’s not about the numbers but the stories we tell ourselves about those numbers.”
About Sophia Wealth Academy: From our first day in business at Sophia Financial Group, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women.
We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community.
We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve.
To learn more visit: https://sophiawealthacademy.com/ Thanks for listening! Thanks so much for listening to our podcast!
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