Interested In Becoming a Client of Gen Y Planning?
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? We’re here to help!
If you’d like to book a financial strategy session, we’ve opened up a few time slots on our calendars in September. If you’re still looking for a financial planner, here are the next steps:
- If your total household income is MORE than $250k per year, click here.
- If your total household income is LESS than $250k per year, click here.
We charge $150 for a consultation. This fee is credited to your up front planning fee if you choose to become a client.
All new clients make a 12 month commitment and pay an ongoing retainer of $250-$750 per month, as well an up front planning fee of $1,200-$3,000. You can learn more about how we work with our clients here.
I’m A Client Of Gen Y Planning:
If you’re an existing client and you’re ready to schedule a review meeting, sign up for a 60 minute call with Sophia or Ashley.