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To apply to become a client of Gen Y Planning, click the button below, or get in touch through any of the following:

Email: sophia@genyplanning.com
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Twitter: @SophiaBera
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Ashley Dixon, CFP®, our Lead Planner, is available for media requests. Please contact Ashley via email here.

Sophia Bera, CFP®Follow

Sophia Bera, CFP®@sophiabera·

Open Enrollment: How to Prepare This Year https://yourrichestlifeplanning.com/open-enrollment-how-to-prepare/ via @KatieYRL

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Sophia Bera, CFP®@sophiabera·

10h

Refinancing your mortgage will cost more thanks to an ‘adverse market’ fee: https://www.cnbc.com/2020/09/18/refinancing-a-mortgage-will-cost-more-thanks-to-an-adverse-market-fee.html via @sarahtgobrien

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Sophia Bera, CFP®@sophiabera·

14h

Young workers at risk of financial exhaustion due to coronavirus pandemic: https://snip.ly/h33mem via @LorieKonish

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