Stephanie Sokenis
Financial Services Professional & Financial Literacy Advocate
Personal Notes
Hello and welcome,
I’m truly excited you’re here. Over the years, my work has centered around one core mission: equipping organizations, government agencies, and nonprofits with the tools to deliver meaningful, results-driven financial education. I understand the challenges that come with serving diverse communities and designing programs that truly engage and empower. That’s why I specialize in creating accessible, customized learning experiences that reflect real-world needs and deliver measurable impact.
Whether you’re launching a community initiative, supporting entrepreneurs, or expanding financial literacy within your organization, I’m here to help you develop and deliver programs that drive sustainable growth and positive change.
Let’s work together to build stronger, financially empowered communities.
Warm regards,
Stephanie
Bio
Stephanie Sokenis, MBA, is an NFEC Certified Financial Education Instructor℠ (CFEI®) and Accredited Small Business Consultant with over 20 years of experience in business consulting, entrepreneurship, and adult education. As the founder of SmallBiz Ally, she empowers entrepreneurs through practical financial literacy and strategic business planning. With a strong background in instructional design, she develops engaging, accessible course materials tailored to diverse learning styles. Stephanie holds graduate credentials in both entrepreneurship and eLearning design and is completing a Master’s in Learning, Design, and Technology. Her courses blend real-world experience with proven learning strategies to help individuals achieve lasting financial success.
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