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Gen Y Planning

Financial Planning for Millennials

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Schedule An Appointment

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? 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.


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. 


Media or Speaker Request:

Are you one of the following?

  • A reporter or journalist looking for a quote
  • You want to collaborate on 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  or Ashley at ashley@genyplanning.com with questions.


 

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!

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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Latest on Twitter

Sophia Bera, CFP®Follow

Sophia Bera, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
10h

Broke your savings resolution? Here's how to get back on track: https://snip.ly/t957as via @NerdWallet

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sophiaberaSophia Bera, CFP®@sophiabera·
27 Feb

The best place to save money for a down payment on a house, according to a financial planner: https://snip.ly/n3yptz via @CMLock42

Reply on Twitter 1365466692697153537Retweet on Twitter 1365466692697153537Like on Twitter 1365466692697153537Twitter 1365466692697153537
sophiaberaSophia Bera, CFP®@sophiabera·
26 Feb

Money tip: Reflect on some of the savings and spending habits you've picked up during the pandemic. How can you make them permanent? https://genyplanning.com/2020/07/28/pandemic-savings-habits-to-adopt-for-the-long-term-2/

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