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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 ·
10h

Whether your an owner or a W2 employee, both types of employment have their ups and downs, but here are some ways you can build wealth. #BuildingWealth
https://buff.ly/2Obseb7

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

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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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
31 Jan

In my experience, your business is more successful, and your clients are happier, when you can be fully present. #SmallBuisess #EmployerBurnout https://buff.ly/3AZBgRq

Reply on Twitter 1620459402053517314 Retweet on Twitter 1620459402053517314 1 Like on Twitter 1620459402053517314 1 Twitter 1620459402053517314
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