WE WANT TO CHANGE THE WAY PEOPLE START (AND RESTART) THEIR FINANCIAL PLANNING

Whether it’s because you have nothing in place or have things all over the place, start with GEN.

Start your financial planning through GEN engagement –
in the way you feel most comfortable with.

Feeling unsure about what you don’t know?

Start by being educated through GEN’s original practitioner written articles and webinars and workshops by GEN planners.

GEN ARTICLES
GEN WEBINARS

Feeling that you need advice but you do not want to feel obligated to “buy anything” when speaking to a financial planner?

Start by using our “Advice-On-Demand” financial planning service to get your recommendations without feeling obliged.

ADVICE ON DEMAND

Already know what you want but don’t feel like doing it by yourself?

Start through GEN and we can provide a trusted professional second opinion on your decision and support you in the implementation and application process.

SCHEDULE MEETING