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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.

sophiabera
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3 Feb

Here’s a peek into how we set clients up for long-term financial success. #FinancialPlanning #FinancialAdvisors #BuildingWealth https://buff.ly/3CI9Cto

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3 Feb

Housing and transportation costs are often the most expensive items in our monthly budgets. By reducing these costs and simplifying your life, you can free up cash flow. #PersonalFinance #SimplifyingYourFinances https://buff.ly/3R4WoLE

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
2 Feb

Every path to financial security starts somewhere. The good news is that, wherever you are today, that’s the perfect place to start. #FinancialPlanning #PersonalFinance #FinancialPlan https://buff.ly/3u9zpp8

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