Sophie HELENEK

The Financial Sherpa


Contact Information

Email: sophie@financial-sherpa.com
Phone: 860-912-7271
Fax:
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Address:
30 Jannas Lane, Madison, CT, USA

Secondary Address:
433 S Main St Suite 100, West Hartford
Profession: Financial Professional
Non-Adversarial Divorce Services: Mediation, Collaborative Divorce
Collaborative Practice Group: CCDG

Helping divorcees summit their financial Everests. Whatever they may be, I am your Sherpa. Life is full of changes, and each new set of circumstances comes with different financial needs, concerns, and goals. Every transition also represents an opportunity to take—or take back—ownership of your financial life. My clients are diverse in age, profession, and stage of life, and my background and experience enable me to connect with each of them in a meaningful way. As a woman in divorce, I understand the process and have lived the emotional roller coaster, so I bring empathy to women dealing with this. With more than 16 years of professional financial services experience and a lifetime of striving for—and achieving—excellence, I am dedicated to helping individuals organize their financial lives and achieve their financial summits. I bring a global perspective and a holistic approach to wealth management and prioritize my clients’ best interests. I am also a Certified Divorce Coach and a Certified Divorce Financial Analyst® who can offer practical tips and help you make sense of your new financial reality and a Certified Divorce Coach®. I look forward to learning more about you and helping you reach all your financial summits. ---- COURSES: 40 Hour Basic Divorce Mediation Training with The Connecticut Council for Non-Adversarial Divorce (CCND). Collaborative Divorce financial neutral- trained by International Academy of Collaborative Professionals (IACP) Collaborative Divorce financial neutral- trained by The Connecticut Council for Non-Adversarial Divorce (CCND), Certified Divorce Coach (CDC) --- LANGUAGES: English and French