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Financial Planning for Millennials

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How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

If someone asks you this question: How’s work going? Perhaps the most standard answer is some version of “oh, good, just busy.” Many people equate business with productivity and worth, a dangerous combination that can leave you emotionally drained. And over time, that cycle can slowly lead to you feeling deeply unfulfilled at work and home.  Prioritizing work-life balance is a central tenet to … [Read more...] about How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

4 Tips to Overcome the Fear of Spending So You Can Enjoy Your Cash

In our quest to save money for emergencies, retirement, and future goals, it’s easy to develop a fear of spending money. But that's not a healthy way to approach your finances. As long as you have an emergency fund to cover the basics and are saving consistently for retirement, you are allowed to spend money on yourself sometimes! The key is to align your spending with your … [Read more...] about 4 Tips to Overcome the Fear of Spending So You Can Enjoy Your Cash

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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 ·
22h

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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