Apply To Become A Client of Gen Y Planning
If you're ready for financial planning help, fill out this form to find out if ongoing financial planning is right for you.
The questions below are personal but they allow us 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 for help!
The 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)
We look forward to chatting with you!
The Gen Y Planning Team
*IMPORTANT: Unfortunately, If you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations. We can, however, work with U.S. citizens or residents who live abroad!