Financial Planning
We’ve designed programs to help you regardless of where you are in your planning journey.
Ignite
Financial independence doesn’t mean you have to retire early. It doesn’t mean you have to sacrifice today for tomorrow. It doesn’t mean you need to face burnout and torch the next 10-20 years of your youth. What the FIRE movement gets wrong, Ignite gets right.
CORE
Like your body, you need a healthy financial CORE to live your best life. Because we are all very different people with very different circumstances, CORE financial planning looks at your life, where you are and your hopes, dreams, and goals with the objective of helping you overcome the challenges that are keeping you from realizing them.
Wealth Management
You work hard, you make sacrifices, you want to have a good life and take care of the things that matter most to you. Do you really want to spend the time and attention required to become a personal finance and investment expert and keeping up with the ever–changing financial world? We want to help you spend more time living your life, rather than working on it. Our Wealth Management programs are designed to provide clients with customized financial and investment planning designed and priced to their unique life situations and preferences. Wealth Management clients have the option to utilize S.E.E.D.’s investment management services but are never required to.
What is the cost?
Financial Planning starting as low as $3,200 per year with year-to-year renewal rates as low as $2,340, subject to scope of work.
For Wealth Management clients, Investment Management fees cover financial planning costs in the majority of instances.
Click below to understand more about S.E.E.D.’s Investment Management Services.
Looking for help?
Schedule a free consultation