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 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

If you’re looking to launch your own firm, this article from 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!