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Financial Planning for Millennials

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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Sophia Bera Daigle, CFP® Follow

Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
24 Mar

It might make sense to file separately one year to take advantage of a particular deduction and then go back to filing jointly. Let's take a closer look. #Taxes #MarriedFilingSeparately https://buff.ly/3n7tGj3

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
24 Mar

Giving money to family is a big deal, and it could be a long-term commitment depending on their needs. Are you prepared for that? #PersonalFinance #SupportingFamily #FamilyMoney https://buff.ly/3B7iHuI

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
23 Mar

You’re about to experience the adventure of a lifetime, so make sure you do it in a way that still aligns with your greater values and goals. #LivingAbroad #FinancialPlanning https://buff.ly/3Ta2H24

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