Stephanie Vokral, as the Managing Principal and Financial Planner at The Financial Knot®, leverages her extensive 26 years of experience to empower clients through significant life transitions. Based in Columbia, SC, she has cultivated a deep understanding of the unique financial challenges faced by individuals...
Stephanie Vokral, as the Managing Principal and Financial Planner at The Financial Knot®, leverages her extensive 26 years of experience to empower clients through significant life transitions. Based in Columbia, SC, she has cultivated a deep understanding of the unique financial challenges faced by individuals navigating divorce, the loss of a spouse, and retirement planning. Stephanie’s approach is rooted in empathy and clarity, transforming complex financial situations into actionable, realistic plans that instill confidence and security for her clients and their families.
At The Financial Knot®, Stephanie spearheads key projects that focus on high-net-worth individuals (HNWI), providing independent financial advice tailored to their specific needs. Her expertise in tax planning, retirement income strategies, and estate planning allows her to craft comprehensive financial strategies that not only address immediate concerns but also lay the groundwork for long-term financial health. She is particularly adept at managing Individual Retirement Accounts (IRA) and qualified retirement plans, ensuring that her clients maximize their benefits while minimizing tax liabilities.
Stephanie’s commitment to education and empowerment is evident in her client interactions, where she prioritizes clear communication and personalized service. By demystifying financial concepts and strategies, she helps clients transition from confusion to clarity, fostering a sense of control over their financial futures. With her deep roots in the Columbia community and a passion for helping others, Stephanie Vokral continues to make a significant impact in the lives of those she serves, guiding them toward financial independence and peace of mind.