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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.

Sophia Bera Daigle, CFP® @sophiabera ·

30 Sep

Who is ready for Fall?

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Sophia Bera Daigle, CFP® @sophiabera ·

30 Sep

Finally, Millennials Create Wealth And Consult With Financial Advisors. A great article from @JournalTime #BuildingWealth #MillennialMoney https://buff.ly/3Rjowd7

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Sophia Bera Daigle, CFP® @sophiabera ·

29 Sep

A decision matrix allows you to break down one big choice into several different factors affecting how you make that choice. #DecisionMatrix #PersonalFinance https://buff.ly/3AuxYEd

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