Gen Y Planning LLC

Gen Y Planning brings financial planning to millennials. We work with a variety of clients in their 20s, 30s, and 40s who are in the middle of making huge life decisions: navigating a new job, buying a home, merging finances, starting a family, relocating, and pursuing advanced degrees. The Gen Y Planning team believes that the earlier you work with a CFP®, the faster you can build a secure financial foundation for the future.

Gen Y Planning is unique because we have no asset minimums and we work with clients with all types of income levels and financial situations. We change the conversation from retirement planning to creating financial independence. Topics that arise include career planning, student loan analysis, credit card rewards, company benefits optimization, insurance education, tax planning, discussing cash flow, setting savings goals, real estate investing, and putting together a debt repayment plan.

We offer a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about our services. You can set up a phone call today: http://genyplanning.com/schedule/.
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Advisors at this Office

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This Office

1732 1st Ave # 25368 New York, NY 10128-5177 Phone: (612) 790-7955

Primary Office

1732 1st Ave # 25368 New York, NY 10128-5177 Phone: (612) 790-7955