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 Sophia speak at your next event. A list of her presentations can be found here.

Email Sophia at sophia@genyplanning.com and share your questions and times when you’re available to talk.


I’m A Client Of Gen Y Planning:

If you’re a new client, sign up for call. If you’re a couple, sign up for 90 minutes. If you’re a single client, sign up for 60 minutes.

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

If you have a quick question that requires a screen share, sign up for a 30 minute call.


I’m Another Financial Planner:

Sophia offers group coaching twice a year and one-on-one coaching throughout the year on topics like these:

  • 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

If you’d like to schedule multiple calls, Sophia offers 4 calls for the price of 3. The cost is $1,500 for 4 one-hour sessions. Email Sophia directly to set up a time to speak and pay in advance.

If you’d like to be on the waitlist for the next coaching group, email sara@genyplanning.com.

If you’re looking to launch your own firm, this article from Kitces.com details the steps that Sophia took when she launched Gen Y Planning.


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!