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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·
6h

Why the pandemic winter is the perfect time to try out "slow work:" https://snip.ly/705nto

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sophiaberaSophia Bera, CFP®@sophiabera·
12h

Furnishing Your Home in a Pandemic Will Require Patience: https://snip.ly/40zhea via @rondakaysen

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sophiaberaSophia Bera, CFP®@sophiabera·
16h

More refunds coming as cruise lines cancel more sailings: https://snip.ly/1fts5h via @maryforgione

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