Partnering with the Society for Financial Awareness (SOFA) – Empowering Financial Wellness

Partnering with the Society for Financial Awareness (SOFA) – Empowering Financial Wellness

June 17, 20254 min read

In today’s complex financial landscape, having access to reliable, straightforward financial education is more important than ever. Many people struggle to make informed financial decisions, often because they lack the knowledge and guidance needed to navigate their personal finances effectively. That’s where the Society for Financial Awareness (SOFA) comes in.

At Clarity Financial Services, we’re proud to partner with SOFA, a national non-profit organization dedicated to eliminating financial illiteracy and promoting financial wellness through free educational workshops. Here’s why this partnership matters for you and your financial future.

What is the Society for Financial Awareness (SOFA)?

The Society for Financial Awareness is a 501(c)(3) nonprofit organization founded in 1993 with a simple but powerful mission: to eliminate financial illiteracy across America, one community at a time. SOFA provides free financial education to individuals, businesses, and organizations, helping them make better financial decisions and achieve their financial goals.

SOFA’s core mission aligns perfectly with our commitment at Clarity Financial Services – to empower individuals and families to achieve financial clarity and security.

Why Partner with SOFA?

Partnering with SOFA offers a wide range of benefits, both for financial professionals like us and for the communities we serve. Here’s why this partnership is so impactful:

  1. Access to Free Financial Education

Financial literacy is the foundation of financial success. Unfortunately, it’s a skill that many people lack. SOFA’s educational workshops cover a wide range of topics, including:

  • Budgeting and saving

  • Retirement planning

  • Estate planning

  • Investment strategies

  • Tax planning

  • Managing debt

  • Understanding credit scores

These workshops are designed to provide real-world financial knowledge in a clear, easy-to-understand format. Whether you’re a young professional just starting your financial journey or a retiree looking to protect your nest egg, these sessions can make a significant difference in your financial well-being.

  1. Reducing Financial Stress

Financial stress is a leading cause of anxiety for many Americans. By increasing financial literacy, SOFA helps individuals reduce this stress, gain control over their finances, and make more confident financial decisions. This, in turn, leads to greater financial stability and overall well-being.

  1. Personalized Financial Guidance

While general financial education is essential, each person’s financial situation is unique. At Clarity Financial Services, we build on the foundation provided by SOFA’s educational programs by offering personalized financial planning services. Our team is here to help you apply what you learn and create a financial strategy tailored to your specific goals.

  1. Community Impact

SOFA’s mission extends beyond individual financial health – it’s about creating financially healthy communities. By partnering with SOFA, we’re able to support our community’s economic growth and stability, helping individuals, families, and businesses thrive.

  1. Credibility and Trust

Partnering with a respected nonprofit like SOFA demonstrates our commitment to financial education and community support. This partnership builds trust with our clients, knowing they are working with financial professionals who genuinely care about their well-being.

What You Can Expect from SOFA Workshops

SOFA workshops are designed to be engaging, informative, and practical. They focus on real-life financial challenges and provide actionable insights to help attendees take control of their financial futures. Whether you attend a live workshop or a virtual session, you can expect to gain:

  • Practical money management skills

  • A better understanding of your financial options

  • Tools to reduce debt and increase savings

  • Strategies to protect and grow your wealth

  • Peace of mind about your financial future

How Clarity Financial Services and SOFA Work Together

At Clarity Financial Services, we leverage our partnership with SOFA to provide even greater value to our clients. Here’s how we work together:

  • We host and support SOFA workshops for businesses, community groups, and organizations.

  • We provide personalized financial planning services to those who attend SOFA workshops, helping them put their new knowledge into action.

  • We share SOFA’s mission of eliminating financial illiteracy through ongoing education and support.

Ready to Take Control of Your Financial Future?

If you’re ready to take the next step toward financial wellness, join us at an upcoming SOFA workshop. Whether you want to reduce debt, plan for retirement, or simply gain a better understanding of your financial options, we’re here to help.

Contact Clarity Financial Services today to learn more about our partnership with SOFA and how it can benefit you and your family.

Together, we can eliminate financial illiteracy, one conversation at a time.

Because financial clarity isn’t just about numbers – it’s about creating a secure, fulfilling life for you and your loved ones.

Caroline Raker helps individuals and families navigate savings, insurance, and retirement planning with access to 200+ carriers. Inspired by her personal experience managing her parents' finances, she became a licensed health and life insurance agent and a Registered Social Security Analyst. With expertise in Social Security optimization, Medicaid, and disability-related financial planning, she is recognized as a trusted resource.

Caroline Raker

Caroline Raker helps individuals and families navigate savings, insurance, and retirement planning with access to 200+ carriers. Inspired by her personal experience managing her parents' finances, she became a licensed health and life insurance agent and a Registered Social Security Analyst. With expertise in Social Security optimization, Medicaid, and disability-related financial planning, she is recognized as a trusted resource.

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ABOUT

Financial Strategist & Registered Social Security Analyst

Caroline Raker helps individuals and families navigate savings, insurance, and retirement planning with access to 200+ carriers.

Inspired by her personal experience managing her parents' finances, she became a licensed health and life insurance agent and a Registered Social Security Analyst. With expertise in Social Security optimization, Medicaid, and disability-related financial planning, she is recognized as a trusted resource.

Caroline also volunteers with the Society for Financial Awareness, educating communities on financial literacy. Her mission is to provide personalized financial solutions that secure her clients' futures.

Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.

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World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com

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