




Hi, I’m Sophie White.
I help individuals and couples navigate Social Security and retirement income decisions with clarity and confidence.
This call is designed to educate and empower you, not to pressure you.


I’m truly honored that you’re here.
Today isn’t about memorizing rules, it’s about understanding your retirement in a calm, clear, confident way.
Use this workbook to:
Follow along
Write down questions
Capture your “aha” moments
Build clarity about your next steps
My Promise:
I’ll keep it simple, human, and helpful. Let’s get started.
— Sophie White
Once you schedule, you’ll receive a confirmation
and a reminder before our call.
During our conversation, we’ll talk through
How Social Security applies to your situation
and outline what to consider next at your pace.


