Apply To Become A Client of Gen Y Planning
Are you prepared to invest $1,500-$3,500 up front plus $149-$299 a month for ongoing financial planning advice? If not, then check out our course, Smart & Easy Retirement Planning for Millennials: genyplanning.com/retire

If you're ready for financial planning help, apply for a FREE 30 minute strategy session to find out if ongoing financial planning is right for you.

The FREE strategy session includes:
➤ 30 Minutes of one-on-one time with a Certified Financial Planner™
➤ A quick assessment of your current financial situation
➤ An action step that you can take right away (whether or not you decide to become a client)

The questions below may feel invasive but they allow me to get a great snapshot of where you are financially, and come to our call prepared to give you great insight and advice. Don't feel shy about your current financial situation, that's why you're reaching out to me for help!

After you fill out the form below, someone from my team will reach out to you within 3 business days with the next step.

Looking forward to chatting with you,

Sophia

*IMPORTANT: Unfortunately, If you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations.

Your Name:
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Your Email:
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Your Phone
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State
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How old are you?
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How did you find out about Gen Y Planning?
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What are some of your current financial goals?
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What's your annual income?
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How much do you currently have in savings?
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How much are you saving on a monthly basis?
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How much debt do you have? (Feel free to add any details you have available).
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How much do you have in your retirement accounts?
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If you have any other investments, list them here:
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What are the biggest challenges you have with your finances right now?
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Does anyone else need to be on this call for you to make a decision about moving forward?
If you answered yes to the question above, who?
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When are you looking to take action on hiring a financial planner?
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Anything else I should know before coming to our call?
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