Gen Y Planning

We meet virtually with all our clients so we can be on their team when they need us most. We have working meetings so our clients feel a sense of accomplishment and encouragement after they talk to us. We provide a one-page meeting recap after our check-in meetings so you can see how much your net worth has grown and have a clear understanding of the action items that came out of our meeting. What would you say are your strengths in terms of financial advising? What type of clients do you specialize in? Our strength is getting to know the Gen Y Planning clients really quickly so that we can help them use their money to match their values and live incredible lives. We have a knack for taking complex financial topics and explaining them in a way that makes sense to our clients. The majority of our clients are world travelers, who are entrepreneurial-minded with incomes that have increased rapidly in the past few years. Their financial lives have suddenly become more complicated and now they're seeking someone to help them navigate through the complexities so they can reach their goals faster. How many clients do you serve? About 80 - 100 ongoing clients at the moment. Gen Y Planning is accepting new clients, but our ultimate goal is to still be able to have a personal relationship with all of our clients. What are some of the different topics discussed in Gen Y Planning's financial plans? We cover: Cash flow Debt repayment Student loans Credit Tax planning Insurance Estate planning Retirement planning Investments Connecting you to others in my network (CPAs, insurance agents, lawyers, etc.) Some areas of expertise: Navigating through your student loans (including repayment options and refinancing) Choosing the right credit card to maximize your travel rewards A detailed company benefits package review and summary What is your investment approach? Passive.