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GenYPlanning.com

by Sophia Beravia Tropical MBA
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Growthword of mouth

GenYPlanning.com is a financial planning service founded by Sophia Bera that targets millennials and Gen Y in their 20s and 30s. Sophia successfully replaced her income in just over two years by focusing on acquiring ten true clients rather than building a large audience, proving the viability of the ten true clients business model.

Why They Built It

Sophia disagreed with some of the practices in the financial planning industry and saw an opportunity to provide affordable financial planning services specifically for people in their 20s and 30s.

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