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Gen Y Planning

Financial Planning for Millennials

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Current Clients

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 join the waitlist, 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 $400-$750 per month, as well an up front planning fee of $2,000-$4,000. 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. 

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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

Foodie financial planner who loves books, podcasts, and karaoke. Living in Austin, TX and loving it!

Sophia Bera, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
4h

If you are close to the income limit cut off, you would reduce your taxable income. #RothIRAlimits https://snip.ly/xouhj1

Reply on Twitter 1529469864414429189Retweet on Twitter 1529469864414429189Like on Twitter 1529469864414429189Twitter 1529469864414429189
sophiaberaSophia Bera, CFP®@sophiabera·
18h

Most people think of tracking their spending with a budget, but another way to see your cash flow in action is checking out your annual spending report from your credit card company. #annualspendingreport https://snip.ly/2in1ie

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sophiaberaSophia Bera, CFP®@sophiabera·
24 May

With house prices being the highest in decades, what are home hopefuls supposed to do? Set realistic homebuying expectations! #housingmarket https://buff.ly/3yWNLMO

Reply on Twitter 1529122562155982848Retweet on Twitter 1529122562155982848Like on Twitter 1529122562155982848Twitter 1529122562155982848
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