The Financial Sherpa

The Financial Sherpa The Financial Sherpa is a wealth management boutique providing a unique suite of services to ease your financial journey.

With my experience, I will help encourage and guide you to the summit of your financial Everest.

💸 Why Financial Insight Changes Everything After Divorce? Divorce disrupts every corner of life, but seeing your financ...
02/10/2026

💸 Why Financial Insight Changes Everything After Divorce? Divorce disrupts every corner of life, but seeing your financial picture clearly restores confidence, stability, and control.
This isn’t about numbers. It’s about rebuilding with intention.
📈Start today 💡 Contact us today

“You’re not behind! This is where your story moves forward.” So many people feel like they’re late to their own financia...
02/06/2026

“You’re not behind! This is where your story moves forward.” So many people feel like they’re late to their own financial life. But the truth is, your next chapter starts exactly where you are. 💸🌟 Financial Sherpa helps you move forward with clarity, confidence, and a plan that supports your future.

02/05/2026

Small steps → big transformation.

Feeling stuck or overwhelmed by your finances? You’re not alone and you’re not powerless. 💪💰Check out the 5 Financial Mo...
02/04/2026

Feeling stuck or overwhelmed by your finances? You’re not alone and you’re not powerless. 💪💰
Check out the 5 Financial Moves to Reset Your Life in 30 Days and take the first step toward clarity, confidence, and long-term financial peace.
Small shifts create big transformations. Start today. 🌟

Divorce is extremely difficult — but it can be made easier if you have an experienced consultant on your side. Visit www...
07/22/2025

Divorce is extremely difficult — but it can be made easier if you have an experienced consultant on your side. Visit www.financial-sherpa.com so we can help you get started.

We will lead you and point you in the direction of financial prosperity. Visit www.financial-sherpa.com so we can help y...
07/22/2025

We will lead you and point you in the direction of financial prosperity. Visit www.financial-sherpa.com so we can help you get started.

Sophie Denis-Helenek is here to empower you with high-quality coaching sessions for divorce consulting, wealth managemen...
07/22/2025

Sophie Denis-Helenek is here to empower you with high-quality coaching sessions for divorce consulting, wealth management, and financial coaching. Sophie obtained her Master's Degree at La Sorbonne Business School at age 22 — then worked as an Assistant Professor at the Paris University Institute of Technology while studying for her second Master’s Degree in Audit and Risk. After her education, she moved to New York without speaking a word of English to work for Credit Agricole Corporate and Investment Bank where she became a portfolio manager. Visit www.financial-sherpa.com so we can help you get started.
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The Financial Sherpa is a wealth management boutique that specializes in financial coaching, wealth management advising,...
07/21/2025

The Financial Sherpa is a wealth management boutique that specializes in financial coaching, wealth management advising, and divorce consulting. Visit www.financial-sherpa.com so we can help you get started.

We are here to guide you to summit your financial Everest. Visit www.financial-sherpa.com so we can help you get started...
07/21/2025

We are here to guide you to summit your financial Everest. Visit www.financial-sherpa.com so we can help you get started.

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157 Church Street, 19th Floor
New Haven, CT
06510

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