• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Gen Y Planning

Financial Planning for Millennials

  • Home
  • Meet the Team
  • Work With Us
  • Speaking & TV
  • Current Clients
  • Press
  • Blog
  • FAQs

Protection Planning

Protect Yourself and Your Stuff – An Insurance Overview

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning.  We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning.  Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3

Primary Sidebar

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 >>

Stay up to date

Subscribe to get all the latest news!

Let’s Connect

  • LinkedIn
  • Twitter

Latest on Twitter

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 ·
29 Mar

“Calculate how much interest you’d actually be making if you switched accounts,” suggests CFP Sophia Bera Daigle, founder of Gen Y Planning, a financial planning firm for millennials. From @CNBC #Interest #FinancialPlanning https://buff.ly/3JJW02F

Reply on Twitter 1641085327858122753 Retweet on Twitter 1641085327858122753 Like on Twitter 1641085327858122753 Twitter 1641085327858122753
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
29 Mar

You find fulfillment by living your life according to what you value, and less-stressed millionaires do just that! #millionaires #moneyhabits #personalfinance https://buff.ly/3JRaVJO

Reply on Twitter 1640866489531002885 Retweet on Twitter 1640866489531002885 Like on Twitter 1640866489531002885 Twitter 1640866489531002885
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
28 Mar

Most homeowners plan to take on a major home improvement project in the next few years. Here are some good thoughts from @CNBC in an article I was a part of. #Remodeling #PersonalFinance https://buff.ly/3Zi1irH

Reply on Twitter 1640738063121891330 Retweet on Twitter 1640738063121891330 Like on Twitter 1640738063121891330 Twitter 1640738063121891330
Load More
  • LinkedIn
  • Twitter
  • Disclaimer
  • Privacy Policy
  • ADV Part 2
  • Photo Credit: Matthew Johnson

Copyright © 2023 · Cultivate Theme On Genesis Framework · WordPress · Log in