Stephanie Sobolewski recognizes that retirement planning can be scary. Envisioning and preparing for a new phase in life where work is optional and personal pursuits take precedence requires a shift in thinking. The first step is a careful analysis of the client’s financial situation and future needs. Stephanie enjoys seeing the peace of mind and confidence in her clients’ faces after they create a customized financial plan and know they can retire.

Stephanie says she loves helping people understand financial principles and concepts. Such understanding empowers people to make informed decisions and feel more confident. She starts each new client relationship by creating a tailored plan with them. Together, they map out goals and a relevant time horizon and set expectations to stay accountable. Success is more than numbers in a bank account. It’s confidence, staying the course during economic volatility, and achieving long-term goals. Stephanie enjoys hearing stories about dream vacations or helping a grandchild succeed.

Stephanie has an B.S. in Accounting from the University of Central Florida. She’s also a dog mom to two four-legged friends, a German shepherd named Lio and a Cavalier Poodle named Buddy. She loves reading mysteries and thrillers and recently bought her first home in Lutz, Florida.