Stephanie Y. Vokral, CDFA®, CFP®

Stephanie Y. Vokral, CDFA®, CFP®

 
 803-403-1308
 svokral@thefinknot.com

As a CERTIFIED FINANCIAL PLANNER™, Stephanie Y. Vokral advises clients to successfully navigate the life transition of divorce, during the process and after. She has been a Financial Advisor for 25 years in the Columbia area. She is a wealth manager with InVestra® and the Founder of The Financial Knot®. Her clients go from being confused about their financial situation to feeling empowered with a realistic plan for their future. She helps clients understand where they stand today, then make the tough decisions needed to feel confident with a new beginning. Her proven process fosters more life, less stress!

Stephanie has completed a specialized educational program in professional divorce analysis to be a Certified Divorce Financial Analyst® practitioner; she evaluates the tax implications of dividing property, the financial impact of various settlement options, and much more. Over the years, she has worked successfully with dozens of clients to prepare their Financial Declarations/Affidavits for court, aided in mediations, and advised on property settlement issues and support. Additionally, she is a trained SC Family Court Mediator, SC Collaborative Divorce professional and a SC Cooperative Divorce professional.

Stephanie is a member of the SC Financial Planning Association, Association of Divorce Financial Planners, International Academy of Collaborative Professionals, SC Academy of Collaborative Professionals and the Charleston Cooperative Family Law Association. She is a past Vice President of the Columbia chapter of the SC Federation of Business & Professional Women’s Clubs, past board member of NAIFA-SC, and past member of the Executive Committee for Women in Philanthropy. Stephanie has been featured on the SC Business Review with Mike Switzer, a panelist and speaker for the various local organizations including the CLUTCH CoWork Council, Women’s Rights and Empowerment Network (WREN), Central Carolina Community Foundation, local churches, and Women in Philanthropy. Stephanie is currently on the Advisory Board for Hope Haven of SC.

These days, you will find her with her husband, Jason, and daughter, Anna Caroline, walking on the beach, hiking, playing cards, and playing tennis. She is an active member of Columbia Crossroads Church in Chapin, SC.

 

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