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Financial Planning for Millennials

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HELOC

How A HELOC Can Turn Your Current Home Into Your Dream Home

Many people think about home ownership in phases—the starter house, an upgrade or two, and the elusive “dream home.” What does your dream home look like? Does it have an HGTV-level kitchen, a spa-like main bathroom, or a swoon-worthy patio? While you may think that house sits on top of a hill, what if the forever-home potential is in your current four walls? You might not have to move to make … [Read more...] about How A HELOC Can Turn Your Current Home Into Your Dream Home

How To Pay For A Home Renovation

After more than a year at home, we’ve had a lot of time to think about how our homes could be improved — an addition for a growing family, a big kitchen for cooking holiday meals, or an outdoor space you’ll want to spend time in every day.  At the same time, housing markets in many places have gotten really competitive, which means a lot of homeowners have built up equity fast.  If you’re … [Read more...] about How To Pay For A Home Renovation

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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 ·
8h

Need to find more money in your budget? Evaluating ways to lower your bills is a good place to start. More from @NerdWallet #Budgeting #Savings #Bills https://buff.ly/3Nr9KPp

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
17h

When thinking about your ideal lifestyle, it can be easy to fall into the trap of wanting “more” just because. But more doesn’t always mean better. #PersonalFinance https://buff.ly/3WMQlyf

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

Even when you know dealing with your finances will only take a few minutes, or that it’s a smart move, or that you’re taking risks by procrastinating … you’d rather do literally anything else. Here's why. #FinancialPlanning https://buff.ly/3wQkWQ4

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