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, Cash Confident™.
“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 Cash Confident™ come from personal experience.
Brie worked in the nonprofit sector for a decade, at the Boys & Girls Club in Waterbury, before going into finance. She was generally happy with her work, but also overworked and underpaid. In 2012 she decided to address her own issues by becoming a Financial Advisor. At first Brie was a typical advisor, recommending saving in tax-deferred accounts for retirement and investing to pay for the children’s college tuition. The more she worked with clients, the more she realized that people at all incomes were living paycheck to paycheck.
The barrier to wealth is getting your financial house in order, and Brie believes that anyone can be wealthy if they’re willing to put in the effort to learn how money works. Now Brie focuses clients on solving money problems—such as the issues that make people routinely overspend on things they don’t really need and don’t make them happy. Among many other aspects of financial planning, Brie specializes in student loan forgiveness. Her experience in nonprofit sector positions her to understand government programs.