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The Society for Financial Awareness (SOFA)

The Society for Financial Awareness (SOFA)

SOFA is a 501(c)(3) nonprofit public benefit corporation whose mission is to increase financial literacy in the community. We accomplish this by providing free, on-site workshops on 30+ financial topics for the purpose of helping individuals gain the resources and confidence to improve their financial future.

18300 Redmond Way Ste 100
Redmond, WA 98052-5182

Contact

Kristen Lomax
Direct line: (425) 615-1114

Expertise

Educational Programs & Resource Centers

  • Resource center
  • Seminars/workshops/trainings

Human Resources

  • Compensation & benefits

About The Society for Financial Awareness (SOFA)

SOFA is a 501(c)(3) nonprofit public benefit corporation whose mission is to increase financial literacy in the community. We accomplish this by providing free, on-site workshops on 30+ financial topics for the purpose of helping individuals gain the resources and confidence to improve their financial future.

Presentation topics are tailored to meet the needs of the audience, such as:
• Retirement Preparedness Planning
• Budgeting 101
• Tax Reform and Tax Planning
• Social Security Explained
• Taking Control of your Cash – Eliminating Debt
• Investment Basics
• Importance of Your Credit Score
• Getting Your Financial House in Order
View the entire list of presentation topics at https://sofausa.org/education/seminars

All workshops are provided at no cost by presenters vetted by SOFA who offer their time pro bono to the community. No products are ever discussed or sold.

Following the workshop, participants are offered an opportunity to meet 1:1 with the SOFA presenter, again at no cost, to learn strategies and resources aimed at improving their particular financial situation.

SOFA is funded by inspired individuals, organizations and church groups who donate, and by dues from the vetted members/presenters.

Background Info.

Fee Structure

  • Pro bono

Professional Affiliations / Licenses

  • American Financial Education Alliance
  • Certified Financial Planner
  • Million Dollar Round Table (MDRT)

County Availability

  • All WA Counties

Promotional Materials