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Financial Planning for Millennials

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The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

It’s easy to see our homes and investment accounts as the most important parts of our portfolios. After all, that’s what we spend most of our time talking about with Gen Y Planning clients.  But really, the most reliable and important asset most of us have is our ability to work.  So what happens if you become ill or get injured and are no longer able to work in your field? That’s … [Read more...] about The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

4 Steps to Negotiate a Raise You Deserve

Whether you just landed a new job or you've worked in your position for over a year, you might find it intimidating to negotiate a pay raise. It’s tough to talk about money in the first place. It's even tougher to ask for more. You want to make sure you are not overstepping your boundaries, or asking too much — but you also want to get paid what you deserve. Negotiating can feel … [Read more...] about 4 Steps to Negotiate a Raise You Deserve

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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 ·
13h

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 ·
21h

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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