Gen Y Planning
Gen Y Planning brings financial planning to millennials. It works 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. Gen Y Planning helps clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more.
