Schedule An Appointment

Interested In Becoming A Client:  

Is there a lot going on in your financial life and you’re ready to get a plan in place to ease your money worries? Apply now to see if you qualify for a free 30-minute strategy session!

The first step is to fill out this quick application below.

Media or Speaker Request:

Are you one of the following?

  • A reporter or journalist looking for a quote
  • You want to collaborate for a project
  • You’re interested in having me speak at your next event. A list of my presentations can be found here.

Click below to schedule a 30 minute call.

I’m A Client Of Gen Y Planning:

If you’re a new client or Quick Start client, sign up for a 90 minute call.

If you’re ready to schedule a review meeting, sign up for a 60 minute call.

If you want to do a screen share for help on your 401(k) recommendations or any other type of quick check in, sign up for a 30 minute call.

I’m Another Financial Planner:

If you want to talk about following:

  • Business and career coaching
  • Learning how to set up your own firm
  • Transitioning to your own RIA
  • Attracting younger clients
  • Building an online brand
  • Social Media and Press Strategy
  • Picking my brain

Due to the volume of these kinds of requests (25-35 per month), I use to schedule these calls. This allows you to pay-per-minute for consulting with me.

If you’re looking to launch your own firm, this article from details the steps that I took.

I’m Friends With Sophia:

Are we friends? Did I send you here to set up a phone call with me? We should totally catch up!