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It's about creating a Life Vision...

1/6

"If money doesn't make you happy, then you are probably not spending it right."


Harvard Study

intrinsic

Intrinsic Values

Intrinsic values are rooted beliefs that are valuable on their own. 

 Intrinsic motivation is when we engage in a behavior because it is inherently rewarding. 

It is associated with higher levels of wellbeing and life satisfaction.

intrinsic Wealth

Intrinsic Wealth is a type of wealth that 

serves you and your loved ones 

to accomplish life goals that are 

not only EXCITING & PLEASURABLE 

but also 

PERSONALLY IMPORTANT & MEANINGFUL.


Inspired by your Intrinsic Values, 

it is intended to fulfill human needs 

that go from SURVIVAL & SAFETY to 

AUTONOMY, MASTERY & PURPOSE.


intrinsic planning

Intrinsic Planning integrates financial & life planning in a way that every step is concordant with your values and moral compass.  My planning style includes money psychology and adopts some of the major theories on Motivation based on Human Needs. 


It is not based on budgeting, frugality or deprivation. 

It is focused on learning to save, to invest, and to spend (yes, spend)!

All for your absolute Joy & Life Fulfillment.


Intrinsic Planning... 

...Because YOU HAVE A LIFE TO WIN!

My Three pillars of transformation

financial Knowledge

financial Planning tools

financial Planning tools

"Lack of knowledge is lack of power."


There are crucial opportunities we don't take because we simply don't know. 


We can't plan for what we don't know, and we cannot change what we are not aware of. 


That's why Financial Literacy & Financial Self-awareness provide a solid foundation, so that you can make informed decisions and conscious choices. 


 

financial Planning tools

financial Planning tools

financial Planning tools

"A dream without a plan is just a wish."


There is power in charts, projections, historical data, etc. where you can visualize past and future outcomes. They help you zoom out see the big picture and the long-term impact of today's decisions.


Financial Planning tools can help you realize what is possible and what is NOT, making it easier to choose wisely and take immediate action.

financial psychology

financial Planning tools

financial psychology

"If how-to guides were enough, we would all be skinny, rich and happy."


Literacy & planning are rational processes. But as it turns out, over 90% of our decisions come from our subconscious (irrational) mind.


This Pillar will help you discover & rewire rooted negative beliefs and empower you towards meaningful goals using concepts from Positive Psychology, Neuroscience & others.

Welcome!

I am Sonia, a Certified Financial Planner™ and I empower people to create a new life vision and a financial plan to accomplish it.  

My Life Vision

I notice that people across the world have a really hard time managing their money. Of course, this has a lot to do with the minimal education on personal finance, but I believe that lack of knowledge is NOT the only reason. According to neuroscience, over 90% of our decisions are emotional, not logical. They are based on subconscious rooted beliefs and some of those do not really serve us. We are struggling & making terrible mistakes, and it is taking a toll on our wellbeing and quality of life.


As a Certified Financial Planner ™, teacher & coach, I wanted to do something about it and that is why I created a Signature Program that is founded in three pillars:

  • Financial Knowledge (Literacy & Self-awareness)
  • Financial Tools
  • Financial Psychology


The interaction among my "Three Pillars of Transformation" (described below), generates a powerful synergy that can automatically trigger changes in your consciousness and improve your choices. During the process, you will bring to light the answer to these critical questions:

  • Where am I?
  • Why am I here?
  • Where do I want to be?
  • How do I get there?


Guided by your Intrinsic Values, you can go from surviving to thriving and completely renew your life vision. 


My life vision is guided by my favorite Intrinsic Values: 

  • AUTONOMY
  • MASTERY 
  • PURPOSE


Autonomy for my own financial independence and freedom of choice. Mastery to keep getting better and better at things that matter. And Purpose to inspire and help you create a NEW LIFE VISION and a plan to accomplish it... 


                                                                                 ...Because you have a life to win!

It's gotta be a cfp®

Certified Financial Planners ™ are professionals with fiduciary duties.

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