SOFA is a 501(c)3 nationwide nonprofit since 1993.  All financial education is offered free of charge.
The goal of SOFA is to provide engaging financial content to individuals, associations, or employees of companies and organizations, free of charge.

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​Attendees of our educational presentations, or individuals who request a private, complimentary one-on-one meeting, can be assured that the presenters have been thoroughly vetted and taken through a vigorous and extensive SOFA training program. The emphasis is on providing “content rich” information in a non-pressure environment. Again, the emphasis is on empowering attendees and individuals to gain and/or maintain control of their finances. The reality is, most folks thirst for answers – common sense solutions – to their very own specific financial challenges. It is SOFA’s intent to be there, cutting through the “noise”, to provide these answers and sound financial guidance by financial professionals who give their time pro bono.