Have you ever left a job and wondered what would happen with your 401k account? No worries! You’re not going to lose your money. There are five options available to you when you have a 401k option with a former employer. Option 1: Leave the money where it is. You do...
Trying to solve root cause money issues by addressing surface level problems is only going to make your money issues worse. Many of our bad money habits aren’t as easy to address as “just stop shopping” or “cut up the credit cards”. More often than not there’s an...
Do you struggle when it comes to getting your spouse on board with your finances? It’s one of the top three things couples fight about most. (Sex and parenting are the other two.) One of the biggest obstacles that I see female clients deal with is husbands. The...
About Brie Sodano
Brie Sodano began her career as a financial advisor for Edward Jones, one of the largest and most respected investment firms in America, and recently founded her own financial planning firm, From Sheep to Shark.
“I like to work with ladies who want to be sharks,” Brie says, describing clients as women who aspire to succeed financially by overcoming barriers they encounter in the workplace, sometimes in personal or family relationships, and often when trying to balancing the demands of time and money.
A “shark,” Brie explains, is a woman who “wants money to work for her, knows it is possible, and is open to learning how!”
Brie helps clients learn to accurately assess beliefs about money that affect the way they behave, how to identify and implement solutions to the “disappearing money syndrome,” how to get actions to align with goals, and how to embrace habits that build wealth.
Her successful strategies for transforming From Sheep to Shark come from personal experience.
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